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Gulseren Mutlu

Monies Wealth LLC

Austin, TX

Austin, TX

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Current Employers
Monies Wealth Llc

2520 South Interstate 35 Ste 102, Austin, TX 78704 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-04
  • TX RA
    APPROVED
    Since 2023-10-04

Branch Locations

2520 South Interstate 35 Ste 102, Austin, TX 78704 • United States

Austin, TX • 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
Capigent Group Austin TX 01/2026 Present
Travis County Appraisal Review Board Austin TX 04/2025 Present
City University Of Hong Kong Kowloon Tong 08/2010 06/2017
Unemployed Austin TX 07/2017 12/2017
University Of Texas At Austin Austin TX 01/2018 04/2021
Unemployed Austin TX 06/2019 08/2019
Idea Schools Austin TX 09/2019 12/2019
Rethink Wealth Austin TX 08/2021 09/2021
Park Avenue Securities Austin TX 09/2021 10/2021
Calton & Associates, Inc. Austin TX 10/2021 01/2022
Unemployed Austin TX 05/2021 07/2021
Calton & Associates, Inc. Austin TX 02/2022 08/2023
Forefront Wealth Partners Austin TX 01/2022 12/2022
Forefront Insurance Partners Austin TX 02/2022 12/2022
Monies Wealth Llc Austin TX 09/2022 Present
Monies Wealth Llc Austin TX 08/2023 Present
Anderson Economic Group East Lansing MI 05/2023 12/2023
  • 01/2026 → Present
    Capigent Group
    Austin, TX
  • 04/2025 → Present
    Travis County Appraisal Review Board
    Austin, TX
  • 08/2010 → 06/2017
    City University Of Hong Kong
    Kowloon Tong
  • 07/2017 → 12/2017
    Unemployed
    Austin, TX
  • 01/2018 → 04/2021
    University Of Texas At Austin
    Austin, TX
  • 06/2019 → 08/2019
    Unemployed
    Austin, TX
  • 09/2019 → 12/2019
    Idea Schools
    Austin, TX
  • 08/2021 → 09/2021
    Rethink Wealth
    Austin, TX
  • 09/2021 → 10/2021
    Park Avenue Securities
    Austin, TX
  • 10/2021 → 01/2022
    Austin, TX
  • 05/2021 → 07/2021
    Unemployed
    Austin, TX
  • 02/2022 → 08/2023
    Austin, TX
  • 01/2022 → 12/2022
    Forefront Wealth Partners
    Austin, TX
  • 02/2022 → 12/2022
    Forefront Insurance Partners
    Austin, TX
  • 09/2022 → Present
    Austin, TX
  • 08/2023 → Present
    Austin, TX
  • 05/2023 → 12/2023
    Anderson Economic Group
    East Lansing, MI
Previous Registrations
Other Businesses

1)Gulseren Mutlu is an Insurance Agent appointed with multiple insurance companies, 12809 Padua Dr Austin TX, 78739, insurance business outside of RIA is non-investment related, insurance business inside of RIA is investment related, 2023-present. Approximately 5 hours per month are dedicated to this role, both during and outside of securities trading hours. Duties include insurance planning. 2) Gulseren Mutlu provides Tax 280G Valuation analysis for Capigent LLC (111 Congress Av, Ste 1400, Austin, TX 87801), tax valuation consulting, non-investment related, 1/12/2026-present, approximately 10 hours per month are dedicated to this ride, 5 hours per month during securities trading hours. Duties include econometric analysis to value non-compete agreements. 3) Gulseren Mutlu provides Forensic Economics consulting as an independent contractor (12809 Padua Drive Austin TX 78739), 1/1/2024-Present, non-investment related, approximately 5 hours per month, 1 hours per month during securities trading hours. Duties include econometric research to model financial damages, author expert opinion reports, provide expert testimony in litigation 4) Gulseren Mutlu serves as a board member at Travis County Appraisal Review Board ( 850 East Anderson Lane, Austin, TX 78752, 04/01/2025-Present, non-investment related, approximately 10 hours per month, seasonal, 5 hours per month during securities trading hours. Duties include presiding over taxpayer protests, review evidence, deliberate.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-03
  • S66 Uniform Combined State Law Examination
    2021-12-03
Other Names
  • Gulseren (Sera) Mutlu
  • Dr. G Mutlu
  • Dr. Gulseren Mutlu

View on SEC IAPD

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