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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-21 |
Branch Locations
136 S King St. Ste. F, Hendersonville, NC 28792 • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bgw Cpa | Hendersonville | NC | 11/2014 | 01/2017 |
| Hospice Of Henderson County | Hendersonville | NC | 01/2017 | 01/2018 |
| Mitchell Cpa Pllc | Hendersonville | NC | 01/2018 | Present |
| Mutual Advisors, Llc. | Casper | WY | 05/2026 | Present |
1. Mitchell CPA PLLC, Start Date: 01/2018, 136 S King St., Hendersonville, NC 28792, PLLC - Taxed as an S Corporation, CPA Firm - Partner, Partner/CPA, I am a part owner in the firm, I own 40% of the company, I prepare and review Tax Returns as a NC Licensed CPA, Not Investment Related, 130 Hours per month, 6.5 Hours per day during trading hours. 2. M&M Rentals LLC, Start Date: 01/2021, 136 S King St., Ste. F, Hendersonville, NC 28792, Partnership, Rental Holding Company, Partner, I am in a business partner in this company, I own 50%, I help manage our office rental property, Not Investment Related, 5 Hours per month, 0 Hours per day during trading hours. 3. Charlotte Catholic Dioceses, Start Date: 08/2023, 1123 S Church St., Charlotte, NC, Church, Finance Council, Finance Council, Meet on a quarterly basis to review dioceses finances, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 4. St John The Baptist Catholic Church, Start Date: 06/2019, 180 Laurel Ave., Tryon, NC, Church, Finance Council Member, Finance Council President, Review the Church Financials on a monthly basis, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 5. Mountain View Financial Advisors LLC, Start Date: 05/07/2026, 136 S King St., Ste. F, Hendersonville, NC 28792, LLC, Financial Advising, Owner, I will use this company to offer Financial Advising services through Mutual Advisors, Investment Related, 40 Hours per month, 1 Hour per day during treading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-30 |
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