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ML

Mitchell S. Little

CORONADO INVESTMENTS
Rancho Santa Fe, CA 92067
Some features on this profile are disabled
CRD#: 1701341
ML

Professional summary


Mitchell Stuart Little II, who also goes by Mitch Little II, is a registered financial professional currently at CORONADO INVESTMENTS, LLC located in Rancho Santa Fe, California.

Mitchell is registered as a RR (Registered Representative) and started their career in finance in 1987. Mitchell has worked at 3 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 50, Series 7, Series 6, Series 2, Series 28 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mitch Little Ii

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Mitchell Stuart Little II's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 15, 2002 - Present

CORONADO INVESTMENTS, LLC

Office #1: 17630 El Vuelo, Rancho Santa Fe, CA 92067
BD
CRD#: 111992
Rancho Santa Fe, CA
Past

May 28, 1996 - September 20, 1999

UAM FUND DISTRIBUTORS, INC.

BD
CRD#: 24364
BOSTON, MA
Past

July 31, 1987 - December 6, 1988

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/14/2002)
RR
Colorado
(11/3/2015)
RR
Connecticut
(5/29/2013)
RR
Florida
(5/29/2013)
RR
Illinois
(3/3/2003)
RR
Massachusetts
(5/29/2013)
RR
New Jersey
(4/11/2018)
RR
New York
(11/14/2002)
RR
Oregon
(1/30/2004)
RR
Pennsylvania
(1/14/2014)
RR
Texas
(11/14/2002)

Exams


State Security Law Exam
RR
Series 63
Date: 10/16/2002
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/3/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 8/1/1995
Non-Member General Securities Examination
Principal/Supervisory Exam
RR
Series 28
Date: 2/19/2013
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CORONADO INVESTMENTS, LLC
CORONADO INVESTMENTS, LLC

CRD#: 111992 / SEC#: , 8-53215

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
17630 El Vuelo, Rancho Santa Fe, CA 92067
Mailing Address
Po Box 5005 - Pmb 147, Rancho Santa Fe, CA 92067
Phone number
(858) 342-3212
Established
Delaware since 11/09/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LITTLE, MITCHELL STUART IIPRINCIPAL/FINOPS1701341
ROVELL, ARNE RENEPRINCIPAL/OWNER/CCO4741660

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CORONADO INVESTMENTS, LLC

CRD#: 111992Rancho Santa Fe, CA 92067

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