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RIA / WealthAdvisorCertified Financial Planner32 years in industry

DAVID CODD BOYDELL

Advisor at MUTUAL ADVISORS, LLC

OMAHA, NE | Sonoma, CA

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Search this name across graphsid dfx:ria:d4d392c3-d76d-a621-d370-17eb45e9f0b8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 25, 2001 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: MUTUAL ADVISORS, 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 23, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Nov 23, 1993
First registration: Oct 25, 2001
Dual registered: no
Other names: DAVID BOYDELL|DAVE BOYDELL
IAPD individual key: 1817613

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
MUTUAL ADVISORS, LLC	Bd affiliated wealth	Aug 16, 2016	n/a	yes	Sonoma, CA\|OMAHA, NE	Current employment
CONCERT WEALTH MANAGEMENT	Former SEC adviser	Jul 21, 2016	Aug 12, 2016	no	Sonoma, CA\|SAN JOSE, CA	Previous registration
MID ATLANTIC FINANCIAL MANAGEMENT, INC.	Former SEC adviser	May 4, 2004	Jun 1, 2016	no	SAUSALITO, CA\|SONOMA, CA\|SONOMA, CA\|SONOMA, CA	Previous registration
FDX ADVISORS, INC.	Asset manager	Oct 25, 2001	May 4, 2004	no	SAUSALITO, CA	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
CONCERT WEALTH MANAGEMENT	MUTUAL ADVISORS, LLC	Aug 12, 2016	Aug 16, 2016	4	Firm change	Other
MID ATLANTIC FINANCIAL MANAGEMENT, INC.	CONCERT WEALTH MANAGEMENT	Jun 1, 2016	Jul 21, 2016	50	Firm change	Other
FDX ADVISORS, INC.	MID ATLANTIC FINANCIAL MANAGEMENT, INC.	May 4, 2004	May 4, 2004	0	Firm change	Other

Relationships

Registered with (4)

→ MUTUAL ADVISORS, LLCRegistered adviserregistration: current employment
Aug 16, 2016 to presentfactForm ADV
→ CONCERT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 21, 2016 to Aug 12, 2016factForm ADV
→ MID ATLANTIC FINANCIAL MANAGEMENT, INC.Registered adviserregistration: previous registration
May 4, 2004 to Jun 1, 2016factForm ADV
→ FDX ADVISORS, INC.Registered adviserregistration: previous registration
Oct 25, 2001 to May 4, 2004factForm ADV

Dated events

No dated event names this entity yet.