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Joel Richard Mellor

Mellor & Associates LLC

Bellevue, WA

CRD 1100424

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Employer firm

Mellor & Associates LLC CRD 117233

$22.0M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Mellor & Associates Llc

14205 Se 36Th St Suite 100, Bellevue, WA 98006 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2008-06-30
  • WA RA
    APPROVED
    Since 2008-06-30

Branch Locations

14205 Se 36Th St Suite 100, Bellevue, WA 98006 • 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
Mellor & Associates Llc Bellevue WA 01/1996 Present
Other Businesses

MELLOR & ASSOCIATES, LLC -REGISTERED INVESTMENT ADVISOR; TAX PREPARATION SVCS. SINCE 1/1984; INSURANCE SALES SINCE 1/1983;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-03-01
  • S63 Uniform Securities Agent State Law Examination
    1983-03-01
Other Names
  • Joel Richard Mellor

View on SEC IAPD

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