Myles F. Mchenry

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CRD#: 6266532

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Myles F Mchenry, CFP®, who also goes by Myles Fannin Mchenry, was a registered financial professional .

Myles is a previously registered financial professional and started their career in finance in 2013. Myles had worked at 7 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Myles Fannin Mchenry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Past

March 10, 2025 - January 6, 2026

MISSION WEALTH MANAGEMENT, LP

RIA

CRD#: 113057

Dallas, TX

Past

March 25, 2022 - April 10, 2024

ALLIANCE ADVISORY & SECURITIES, INC.

RIA

CRD#: 18835

WESTLAKE VILLAGE, CA

Past

October 26, 2021 - November 23, 2021

SAGESPRING WEALTH PARTNERS

RIA

CRD#: 283515

Frisco, TX

Past

October 4, 2021 - November 30, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FRISCO, TX

Past

June 7, 2021 - August 3, 2021

VERITY ASSET MANAGEMENT

RIA

CRD#: 158667

DALLAS, TX

Past

January 11, 2016 - March 8, 2017

GUIDESTONE FINANCIAL SERVICES

CRD#: 148249

DALLAS, TX

Past

November 18, 2013 - June 12, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

BEAUMONT, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MISSION WEALTH MANAGEMENT, LP

MISSION WEALTH | MISSION WEALTH MANAGEMENT, LP | MISSION WEALTH MANAGEMENT, LLC

CRD#: 113057 / SEC#: 801-61230

RIA

Registered Investment Advisory firm - (6/7/2002 Approved)

California

Registered Investment Advisory firm - (6/14/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/6/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/6/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/2/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/21/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/18/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MISSION WEALTH MANAGEMENT, LP

MISSION WEALTH | MISSION WEALTH MANAGEMENT, LP | MISSION WEALTH MANAGEMENT, LLC

CRD#: 113057 / SEC#: 801-61230

RIA

Registered Investment Advisory firm - (6/7/2002 Approved)

California

Registered Investment Advisory firm - (6/14/2002 Terminated)

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Contact information

Main Address

1111 Chapala Street 3rd Floor, Santa Barbara, CA 93101

Mailing Address

Phone number

(805) 882-2360

Established

Firm type

Fiscal year end

# of Employees

184

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MWM FORM ADV PART 2A - FIRM BROCHURE (3/19/2026)

Regulatory assets under management

Total Number of Accounts	16,573
AUM (Assets Under Management)	$ 13,912,131,150

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Myles F. Mchenry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ALLIANCE ADVISORY & SECURITIES, INC.

SAGESPRING WEALTH PARTNERS

RAYMOND JAMES FINANCIAL SERVICES, INC.

VERITY ASSET MANAGEMENT

GUIDESTONE FINANCIAL SERVICES

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

MISSION WEALTH MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 63

Date: 8/6/2021

Series 65

Date: 5/6/2021

Series 7TO

Date: 10/2/2021

SIE

Date: 8/21/2021

Series 6

Date: 11/18/2013

Current Firm

MISSION WEALTH MANAGEMENT, LP

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MISSION WEALTH MANAGEMENT, LP

TRUST BUT VERIFY

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