BW
Brad Warren Stark
CRD 2311807
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Mission Wealth Management, Lp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Mission Wealth Management, Lp
Cco / Founder / Chief Strategy Officer · Less than 5% · Oct 2024
-
Mission Wealth Management, Lp
Trustee · 50% – 75% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗