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David Codd Boydell

Mutual Advisors, LLC

Sonoma, CA

Omaha, NE

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Current Employers
Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-10-06
CA RA APPROVED 2016-08-16
  • MI RA
    APPROVED
    Since 2025-10-06
  • CA RA
    APPROVED
    Since 2016-08-16

Branch Locations

724 Broadway, Sonoma, CA 95476 • United States

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Advisors, Llc. Omaha NE 08/2016 Present
Mutual Securities, Inc Camarillo CA 05/2017 12/2019
  • 08/2016 → Present
    Omaha, NE
  • 05/2017 → 12/2019
    Mutual Securities, Inc
    Camarillo, CA
Previous Registrations
  • 2016-07-21 → 2016-08-12
    Concert Wealth Management
    Sonoma, CA
    San Jose, CA
  • 2004-05-04 → 2016-06-01
    Mid Atlantic Financial Management, Inc.
    Sausalito, CA
    Sonoma, CA
    Sonoma, CA
    Sonoma, CA
  • 2001-10-25 → 2004-05-04
    Sausalito, CA
Other Businesses

1. Independent Insurance Agent, Sole Proprietor, Start: 01/1993, 724 Broadway, Sonoma, CA 95476, Insurance Agency/Agent, Sell Life, Indexed Annuities, LTC & Disability insurance, Investment related, 10-15 hours per month, 0 hours per day during trading hours. 2. FairShares, Inc., Start Date: 02/2020, 42 N Swinton Ave., Del Ray Beach, FL 33444, C Corporation, Financial Technology Company replacing the soon to be terminated FairShares Tech LLC, Employee of C Corp, Implementation of intellectual property, sales, marketing, public relations, Not Investment Related, 60 Hours per month, 0 Hours per day during trading hours. 3. Writing and Publishing a Children's Book, Start Date: 06/14/2024, 20695 Pueblo Rd., Sonoma, CA 95476, Sole Proprietor, Children's Book, Sole Proprietor / Author, Author, Not Investment Related, 24 Hours per month, 0 Hours per day during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-11-23
  • S63 Uniform Securities Agent State Law Examination
    1993-11-23
Designations
Other Names
  • David Boydell
  • Dave Boydell

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