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Mustard Seed Wealth Management CRD 117737
$449M regulatory AUM 24 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
202 S. Pine, Magnolia, AR 71753 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2012-12-13 |
| TX | RA | APPROVED | 2006-09-28 |
| AR | RA | APPROVED | 2003-02-28 |
Branch Locations
202 South Pine, Suite 102, Magnolia, AR 71754 • United States
108 East 19Th, Hope, AR 71801 • United States
1908 Roselawn Ave., Monroe, LA 71201 • United States
5329 Summerhill Rd., Texarkana, TX 75503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. David Ashby, Sole Proprietor | Magnolia | AR | 08/1997 | Present |
| Mustard Seed Wealth Management | Magnolia | AR | 01/2003 | Present |
| Mustard Seed Wealth Management | Magnolia | AR | 02/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-29 |
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