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Jerry Todd Mirolla

Prossimo Advisors LLC

San Luis Obispo, CA

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Current Employers
Prossimo Advisors Llc

1150 Osos Street Suite 208, San Luis Obispo, CA 93401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-04-02
CA RA APPROVED 2017-12-06
  • TX RA
    APPROVED_RES
    Since 2019-04-02
  • CA RA
    APPROVED
    Since 2017-12-06

Branch Locations

1150 Osos Street Suite 208, San Luis Obispo, CA 93401 • 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
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
  • 09/1984 → Present
    Andre, Morris, & Buttery
    San Luis Obispo, CA
  • 01/2013 → Present
    Consiliarius Consultants
    San Luis Obispo, CA
  • 06/2017 → Present
    San Luis Obispo, CA
  • 01/2016 → 01/2017
    Domus Capital Group, Llc
    Avila Beach, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-06
  • S65 Uniform Investment Adviser Law Examination
    2017-12-06

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