Jacob Cullen Samuels

Current Employers

Kelman Lazarov Inc

5100 Poplar Ave, Ste 2805, Memphis, TN 38137-2805 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-01-07
TN	RA	APPROVED	2015-01-05

TX RA
APPROVED_RES

Since 2018-01-07
TN RA
APPROVED

Since 2015-01-05

Branch Locations

5100 Poplar Ave, Ste 2805, Memphis, TN 38137-2805 • 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

Organization	City	State	From	To
Kelman-Lazarov Inc.	Memphis	TN	04/2013	Present
Mutual Securities, Inc.	Camarillo	CA	07/2016	11/2017
Mutual Securities, Inc.	Camarillo	CA	11/2017	09/2024

04/2013 → Present

Kelman-Lazarov Inc.

Memphis, TN
07/2016 → 11/2017

Mutual Securities, Inc.

Camarillo, CA
11/2017 → 09/2024

Mutual Securities, Inc.

Camarillo, CA

Other Businesses

1) H & H Samuels Properties, LLC; Not Investment Related; 5879 Haymarket Road, Memphis, TN 38120; Rental Property; Limited Partner; Start Date: 2005; 0 hrs/month.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2017-11-06
S65	Uniform Investment Adviser Law Examination	2015-01-05

S63 Uniform Securities Agent State Law Examination

2017-11-06
S65 Uniform Investment Adviser Law Examination

2015-01-05

Designations

View on SEC IAPD

Current Employers

Kelman Lazarov Inc

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews