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Theodore F. Mitchell

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CRD#: 2042216
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Theodore Frederick Mitchell, who also goes by Ted Mitchell, was a registered financial professional .

Theodore is a previously registered financial professional and started their career in finance in 1997. Theodore had worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ted Mitchell

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 7, 2013 - December 31, 2014

ACKRELL CAPITAL, LLC

BD
CRD#: 129847
SAN FRANCISCO, CA
Past

September 1, 2006 - May 23, 2011

THINKEQUITY LLC

BD
CRD#: 44274
SAN FRANCISCO, CA
Past

March 3, 2004 - August 28, 2006

MERRIMAN CAPITAL, INC.

BD
CRD#: 18296
SAN FRANCISCO, CA
Past

March 7, 1997 - January 27, 1999

VOLPE BROWN WHELAN & COMPANY, LLC

BD
CRD#: 18329
SAN FRANCISCO, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/19/2004
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/17/2001
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AC
ACKRELL CAPITAL, LLC
ACKRELL CAPITAL, LLC

CRD#: 129847 / SEC#: , 8-66265

BD
Termination Requested by SEC on 09/11/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/20/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ACKRELL, MICHAEL KEVINMANAGING PARTNER,CHIEF COMPLIANCE OFFICER
POSTREL, HELENE BERSONPFO, POO

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


ACKRELL CAPITAL, LLC

CRD#: 129847

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