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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

MITCHELL JOSEPH OLDEWURTEL

Advisor at PRIVATE CLIENT SERVICES, LLC

Boise, ID | Appleton, WI

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Search this name across graphsid dfx:ria:5d7a7640-ec72-ab28-1091-13b20a99bd1a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 21, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRIVATE CLIENT SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 19, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Nov 19, 1999
First registration: Feb 21, 2007
Dual registered: yes, broker-dealer
Other names: MITCH OLDEWURTEL|MITCHELL JOESPH OLDEWURTEL
IAPD individual key: 4017598

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIVATE CLIENT SERVICES, LLC	Bd affiliated wealth	Sep 22, 2023	n/a	yes	Appleton, WI\|Boise, ID	Current employment
MSH CAPITAL ADVISORS LLC	Independent wealth	Feb 8, 2021	Oct 2, 2023	no	SCOTTSDALE, AZ	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Nov 9, 2018	Feb 16, 2021	no	Cave Creek, AZ\|Park City, UT	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Nov 23, 2018	no	SURPRISE, AZ	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Feb 21, 2007	Oct 1, 2012	no	SURPRISE, AZ\|WICKENBURG, AZ\|SUN CITY WEST, AZ\|WICKENBURG, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MSH CAPITAL ADVISORS LLC	PRIVATE CLIENT SERVICES, LLC	Oct 2, 2023	Sep 22, 2023	-10	Firm change	RIA to ibd
RAYMOND JAMES & ASSOCIATES, INC.	MSH CAPITAL ADVISORS LLC	Feb 16, 2021	Feb 8, 2021	-8	Firm change	Ibd to RIA
J.P. MORGAN SECURITIES LLC	RAYMOND JAMES & ASSOCIATES, INC.	Nov 23, 2018	Nov 9, 2018	-14	Firm change	Wirehouse to ibd
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other

Relationships

Registered with (5)

→ PRIVATE CLIENT SERVICES, LLCRegistered adviserregistration: current employment
Sep 22, 2023 to presentfactForm ADV
→ MSH CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Feb 8, 2021 to Oct 2, 2023factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Nov 9, 2018 to Feb 16, 2021factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Nov 23, 2018factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Feb 21, 2007 to Oct 1, 2012factForm ADV

Dated events

Occurred
Oct 2, 2023
Advisor changed firm
Mitchell Joseph Oldewurtel left Msh Capital Advisors Llc for Private Client Services, Llc (registered 2023-09-22)
Form ADVobserved 6 days ago