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Joshua James Miller

Mutual Advisors, LLC

Hendersonville, NC

Omaha, NE

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Current Employers
Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-21
  • NC RA
    APPROVED
    Since 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

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
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
  • 11/2014 → 01/2017
    Bgw Cpa
    Hendersonville, NC
  • 01/2017 → 01/2018
    Hospice Of Henderson County
    Hendersonville, NC
  • 01/2018 → Present
    Mitchell Cpa Pllc
    Hendersonville, NC
  • 05/2026 → Present
    Casper, WY
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-30
  • S65 Uniform Investment Adviser Law Examination
    2026-03-30

View on SEC IAPD

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