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Richard William Lackey

Mutual Advisors, LLC

Mercer Island, WA

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
WA RA APPROVED 2022-03-22
  • WA RA
    APPROVED
    Since 2022-03-22

Branch Locations

Mercer Island, WA • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shannon & Associates, Llp Kent WA 10/1978 Present
S & A Wealth Managent, Llc Kent WA 01/2002 12/2020
Kg Advisors Ii, L.P. Austin TX 01/2005 Present
Mutual Advisors, Llc. Casper WY 03/2022 Present
  • 10/1978 → Present
    Shannon & Associates, Llp
    Kent, WA
  • 01/2002 → 12/2020
    S & A Wealth Managent, Llc
    Kent, WA
  • 01/2005 → Present
    Kg Advisors Ii, L.P.
    Austin, TX
  • 03/2022 → Present
    Mutual Advisors, Llc.
    Casper, WY
Previous Registrations
  • 2005-01-12 → 2022-02-24
    Kg Advisors Ii, L.P.
    Kent, WA
    Austin, TX
  • 2002-01-25 → 2002-08-02
    Fsic
    Seattle, WA
Designations

View on SEC IAPD

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