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RM

Ryan P. Mitchell

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CRD#: 4330798
RM

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.

Ryan Patrick Mitchell, who also goes by Ryan Patrick Mitchell, was a registered financial professional .

Ryan is a previously registered financial professional and started their career in finance in 2001. Ryan had worked at 14 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ryan Patrick 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 6, 2017 - September 23, 2020

MITCHELL CAPITAL MANAGEMENT, LLC

RIA
CRD#: 284361
Evanston, IL
Past

January 21, 2014 - April 16, 2015

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
PALO ALTO, CA
Past

May 23, 2013 - January 21, 2014

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
PALO ALTO, CA
Past

May 23, 2013 - April 16, 2015

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
PALO ALTO, CA
Past

November 30, 2012 - February 5, 2013

STOCKCROSS FINANCIAL SERVICES, INC.

BD
CRD#: 6670
BEVERLY HILLS, CA
Past

November 29, 2012 - February 5, 2013

STOCKCROSS FINANCIAL SERVICES, INC.

RIA
CRD#: 6670
BEVERLY HILLS, CA
Past

August 20, 2012 - February 20, 2013

TITAN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 123568
MODESTO, CA
Past

July 8, 2010 - March 30, 2012

B. RILEY WEALTH MANAGEMENT

RIA
CRD#: 2543
SAN FRANCISCO, CA
Past

July 7, 2010 - March 30, 2012

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
SAN FRANCISCO, CA
Past

August 24, 2009 - July 8, 2010

JESUP & LAMONT SECURITIES CORP

RIA
CRD#: 39056
SAN FRANCISCO, CA
Past

August 20, 2009 - July 8, 2010

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
SAN FRANCISCO, CA
Past

September 27, 2006 - August 21, 2009

HARRISDIRECT LLC

RIA
CRD#: 42159
ARLINGTON, VA
Past

September 14, 2006 - August 21, 2009

E*TRADE SECURITIES LLC

BD
CRD#: 29106
PALO ALTO, CA
Past

September 12, 2005 - October 4, 2006

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BOCA RATON, FL
Past

June 30, 2004 - August 19, 2005

SECU BROKERAGE SERVICES

BD
CRD#: 19899
RALEIGH, NC
Past

June 8, 2004 - August 19, 2005

SECU BROKERAGE SERVICES

RIA
CRD#: 19899
BERKELEY, CA
Past

March 26, 2003 - June 8, 2004

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
SAN FRANCISCO, CA
Past

March 26, 2003 - June 8, 2004

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

August 29, 2002 - February 26, 2003

QUICK & REILLY, INC.

RIA
CRD#: 11217
SAN FRANCISCO, CA
Past

January 11, 2002 - February 26, 2003

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

February 21, 2001 - December 3, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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
IAR
Series 66
Date: 2/27/2001
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 3/7/2001
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/16/2005
General Securities Principal Examination

Current Firm


MC
MITCHELL CAPITAL MANAGEMENT, LLC
MITCHELL CAPITAL MANAGEMENT | MITCHELL CAPITAL MANAGEMENT, LLC

CRD#: 284361 / SEC#:

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Contact information


Main Address
Johnston, IA
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


MITCHELL CAPITAL MANAGEMENT, LLC

CRD#: 284361

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