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Kara Rebecca Mitchell

Isto Advisors, LLC

Troy, MI

Troy, MI

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Current Employers
Isto Advisors, Llc

2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-01-27
MI RA APPROVED 2016-10-04
  • IL RA
    APPROVED
    Since 2020-01-27
  • MI RA
    APPROVED
    Since 2016-10-04

Branch Locations

2150 Butterfield Drive, Suite 220, Troy, MI 48084 • United States

2150 Butterfield Drive Suite 220, Troy, MI 48084 • 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
Lpl Financial Llc Troy MI 07/2013 09/2016
Walsh College Troy MI 02/2012 Present
Snook Housey Advisors, Inc. Troy MI 07/2013 Present
Isto Advisors, Llc Troy MI 09/2016 Present
  • 07/2013 → 09/2016
    Lpl Financial Llc
    Troy, MI
  • 02/2012 → Present
    Walsh College
    Troy, MI
  • 07/2013 → Present
    Snook Housey Advisors, Inc.
    Troy, MI
  • 09/2016 → Present
    Troy, MI
Previous Registrations
  • 2014-01-03 → 2017-08-10
    Snook Housey Advisors, Inc.
    Troy, MI
  • 2012-04-04 → 2013-07-01
    Northstar Financial Partners, Inc.
    Troy, MI
Other Businesses

(1) 06/28/2013: WALSH COLLEGE - TEACHER/INSTRUCTOR - 5% OF TIME SPENT - ADJUNCT COLLEGE PROFESSOR (2) 06/28/2013: SNOOK HOUSEY ADVISORS - 2150 BUTTERFIELD DR STE 220, TROY, MI 48084-3448 (3) 03/10/2015: FLIPSIDE CONSULTING, LLC - INV REL - 2150 BUTTERFIELD DRIVE #220, TROY, MI 48084 - REGISTERED INVESTMENT ADVISOR: SNOOK HOUSEY ADVISORS, INC - 5% OF TIME SPENT - IAR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-05-22
S65 Uniform Investment Adviser Law Examination 2012-03-29
  • S63 Uniform Securities Agent State Law Examination
    2014-05-22
  • S65 Uniform Investment Adviser Law Examination
    2012-03-29
Designations
Other Names
  • Kara Rebecca Bundenthal
  • Kara Caruth
  • Kara Rebecca Caruth

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