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1150 Osos Street Suite 208, San Luis Obispo, CA 93401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-02 |
| CA | RA | APPROVED | 2017-12-06 |
Branch Locations
1150 Osos Street Suite 208, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Andre, Morris, & Buttery | San Luis Obispo | CA | 09/1984 | Present |
| Consiliarius Consultants | San Luis Obispo | CA | 01/2013 | Present |
| Prossimo Advisors Llc | San Luis Obispo | CA | 06/2017 | Present |
| Domus Capital Group, Llc | Avila Beach | CA | 01/2016 | 01/2017 |
Premier Valley Bank, 225 E. River Park Circle Dr., Ste 180, Fresno, CA 93720. Mr. Mirolla has been a member of the Board of Directors since March, 2017. Prior to March, 2017, Mr. Mirolla was a member of the Board of Directors of Founders Community Bank from May, 2005 to February, 2017, when Founders Community Bank was acquired by Heartland Financial USA, Inc. and merged into Premier Valley Bank. Mr. Mirolla was asked to continue on the Board of Directors of Premier Valley Bank (also owned by Heartland Financial USA, Inc.). Mr. Mirolla currently serves on no committees of the Premier Valley Bank Board of Directors. Mr. Mirolla spends approximately 6 hours/month on this activity, after securities trading hours. Premier Valley Bank has no stock and is not publicly traded. Mr. Mirolla is an attorney licensed in California, and currently Of Counsel for Andre, Morris & Buttery, P.C., located at 1102 Laurel Lane, San Luis Obispo, CA 93401. Mr. Mirolla is also the owner of Consiliarius Consultants, a consulting firm which advises owners of closely-held companies on how to devise exit strategies and liquidity events for their businesses. Neither Andre, Morris & Buttery, P.C. nor Consiliarius Consultants is engaged in investment-related activity. Mr. Mirolla devotes approximately 15 hours/month and 10 hours/month, respectively, after securities trading hours to various tasks for Andre, Morris & Buttery, P.C. and Consiliarius Consultants, respectively.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-06 |
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