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Current Employers
Farmers Asset Management, Llc

30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-28
CA RA APPROVED 2025-12-03
  • TX RA
    APPROVED
    Since 2026-07-28
  • CA RA
    APPROVED
    Since 2025-12-03

Branch Locations

1603 Lakeville Drive Suite 101, Kingwood, TX 77339 • 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
Mitchell Insurance Agency / Farmers Ins Humble TX 10/1992 Present
Farmers Financial Solutions, Llc Simi Valley CA 09/2000 Present
Farmers Asset Management, Llc Westlake Village CA 09/2025 Present
  • 10/1992 → Present
    Mitchell Insurance Agency / Farmers Ins
    Humble, TX
  • 09/2000 → Present
    Farmers Financial Solutions, Llc
    Simi Valley, CA
  • 09/2025 → Present
    Westlake Village, CA
Other Businesses

MITCHELL INSURANCE AGENCY LLC POSITION: Managing Member NATURE: Insurance and financial services INVESTMENT RELATED: No NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2021 ADDRESS: Kingwood TX 77339, United States DESCRIPTION: I changed the entity of my Farmers business from sole proprietor to a LLC. MITCHELL FAMILY PROPERTIES POSITION: Managing Member NATURE: Commercial Property. I rent to Mitchell Insurance Agency and 1 other tenant. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2013 ADDRESS: Kingwood TX 77339, United States DESCRIPTION: Upkeep building and pay utilities, etc. RAMSEY SOLUTIONS POSITION: None NATURE: Dave Ramsey has a national radio program that aims to help the public get out of debt and start investing. He has an advertising program where advisors pay him a monthly fee to be listed on his website. Potential investors go to his website looking for help with investing. In the two territories that I pay for, there are 10 advisors. 5 will appear each time someone enters their contact information on his website. It is then our responsibility to reach the person and try to set an appointment with them.https://www.ramseysolutions.com/retirement/smartvestor? INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 02/22/2023 ADDRESS: Franklin TN 37064, United States DESCRIPTION: We do not work for Ramsey Solutions. As such, I put 0 hours. However, we work the leads and many of them become customers.We do not get paid anything from Ramsey Solutions.Cameron Mitchell and I call on the leads that we get from Dave Ramsey.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-10-13
  • S63 Uniform Securities Agent State Law Examination
    1999-10-13
Designations
Other Names
  • Bob Mitchell

View on SEC IAPD

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