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30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-28 |
Branch Locations
1603 Lakeville Drive Ste 101, Kingwood, TX 77339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Asset Management, Llc | Kingwood | TX | 01/2026 | Present |
| Farmers Insurance | Kingwood | TX | 09/2011 | Present |
| Mitchell Insurance Agency | Kingwood | TX | 09/2011 | Present |
| Farmers Financial Solutions | Kingwood | TX | 01/2022 | Present |
MITCHELL INSURANCE AGENCY, LLC POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/27/2011 ADDRESS: 1603 Lakeville Dr, Ste 101, Kingwood TX 77339, United States DESCRIPTION: Licensed insurance agent appointed with Farmers and various insurance carriers for the purpose of insurance sales. 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 financial professionals 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 we pay for, there are 10 "SmartVestor Pros". 5 will appear each time someone enters their contact information on his website. It is then our responsibility to make contact with that person/lead 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: 10/01/2023 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 that we receive and many of them become customers. We do not get paid anything from Ramsey Solutions. Bob Mitchell and I call on the leads that we get from Dave Ramsey.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-29 |
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