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Richard Benjamin Levin

Mutual Advisors, LLC

Camarillo, CA

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
CA RA APPROVED 2013-07-02
  • CA RA
    APPROVED
    Since 2013-07-02

Branch Locations

1750 Alta Vista Place, Camarillo, CA 93012 • 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
Mutual Securities, Inc Camarillo CA 04/2012 12/2023
Mutual Advisors Llc Omaha NE 06/2013 Present
  • 04/2012 → 12/2023
    Mutual Securities, Inc
    Camarillo, CA
  • 06/2013 → Present
    Mutual Advisors Llc
    Omaha, NE
Previous Registrations
  • 2012-04-05 → 2013-07-09
    Mutual Securities, Inc.
    Westlake Village, CA
    Camarillo, CA
  • 2011-11-02 → 2012-04-18
    Morgan Stanley
    Oxnard, CA
    Oxnard, CA
  • 2001-01-26 → 2002-11-22
    Morgan Stanley Dw Inc.
    Beverly Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-01
S63 Uniform Securities Agent State Law Examination 1991-03-22
  • S66 Uniform Combined State Law Examination
    2011-11-01
  • S63 Uniform Securities Agent State Law Examination
    1991-03-22
Other Names
  • Richie Levin
  • Richard Benjamin Levin

View on SEC IAPD

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MESA WEALTH MANAGEMENT

Other Investors

BRENT DAVID JOHNSON
JEFFREY DAVID WRIGHT
DAVID BRADLEY HOOKS
JOHN THOMAS BOWERS
Thomas Joseph Cronley
NEIL JAMES WESTERMAN
GERALD JOSEPH ZINS
KAREN LESLIE JONES

Other Offices

MUTUAL ADVISORS, LLC · Camarillo, CA
LPL FINANCIAL LLC · CAMARILLO, CA
LPL FINANCIAL LLC · CAMARILLO, CA
EDWARD JONES · CAMARILLO, CA
SUMMIT WEALTH MANAGEMENT GROUP, INC. · CAMARILLO, CA
LPL FINANCIAL LLC · CAMARILLO, CA
PLANMEMBER SECURITIES CORPORATION · CAMARILLO, CA
WELLS FARGO CLEARING SERVICES, LLC · CAMARILLO, CA

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