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Peter D. Mitchell

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CRD#: 4186899
PM

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.

Peter Dean Ford Mitchell, who also goes by Pete Mitchell, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 2000. Peter had worked at 4 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pete 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

February 27, 2007 - February 2, 2017

PETE MITCHELL, INC.

RIA
CRD#: 140026
SEAL BEACH, CA
Past

July 14, 2006 - December 31, 2006

PETE MITCHELL, INC.

RIA
CRD#: 140026
LONG BEACH, CA
Past

October 18, 2004 - January 25, 2005

COUNTRYWIDE INVESTMENT SERVICES, INC.

BD
CRD#: 103919
CHANDLER, AZ
Past

April 12, 2002 - October 12, 2004

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
DULUTH, GA
Past

May 22, 2000 - April 12, 2002

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

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
IAR
Series 65
Date: 7/13/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PM
PETE MITCHELL, INC.
CAPITAL REPUBLIC FINANCIAL GROUP | PETE MITCHELL, INC. | CAPITAL REPUBLIC FINANCIAL GROUP, INC.

CRD#: 140026 / SEC#: 801-66481

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Contact information


Main Address
12340 Seal Beach Blvd. Ste B632, Seal Beach, CA 90740
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


PETE MITCHELL, INC.

CRD#: 140026

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