Michael Munekata

Current Employers

Employment History

• 03/2017 → 05/2019
  Kelman-Lazarov, Inc.
  Memphis, TN
• 05/2019 → Present
  Kelman-Lazarov, Inc.
  Memphis, TN
• 01/2014 → 03/2017
  Kelman-Lazarov, Inc.
  Memphis, TN
• 07/2016 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Other Businesses

1. Kelman-Lazarov Inc., Start Date: 06/01/2010, 5100 Poplar Ave., Ste. 2805, Memphis, TN 38137-2805 , Corporation, RIA, Chief Compliance Officer (CCO) & Operations Manager, Oversee the compliance program of Kelman-Lazarov's RIA, Conduct ongoing regulatory testing and training and implement necessary operational practices to ensure a culture of compliance and operational efficiency, Investment Related, 120 hours per month, 8 hours per day during trading hours. 2. Mutual Securities, Inc. ("MSI"); Investment-Related; Camarillo, California; Registered broker-dealer, approval of securities and insurance transactions (life, health, disability, annuity products); Registered Representative since 07/2016 and Branch Principal since 12/2025; 2 hrs/month; 2 hrs/month during securities trading hours; Approves transactions of securities and insurance products through various insurance companies, prohibited from executing broker-dealer transactions or receiving commissions, may make recommendations on behalf of producing registered representatives.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-01