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RIA / WealthAdvisorCertified Financial Planner11 years in industry

LEVI GLADE LARSEN

Advisor at MUTUAL ADVISORS, LLC

Sacramento, CA

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Search this name across graphsid dfx:ria:e9d75dbe-68e7-0f4c-7b4d-24984992d5bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Apr 8, 2015 to Sep 14, 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: Dec 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 8, 2015
First registration: Apr 8, 2015
Dual registered: no
IAPD individual key: 5846573

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	Dec 15, 2025	n/a	yes	Sacramento, CA	Current employment
BEACON POINTE ADVISORS, LLC	Independent wealth	Apr 13, 2022	Oct 24, 2025	no	CAMPBELL, CA\|NEWPORT BEACH, CA	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Feb 21, 2020	Apr 19, 2022	no	SANTA CLARA, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 8, 2015	Feb 7, 2020	no	Los Gatos, CA\|Campbell, 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
BEACON POINTE ADVISORS, LLC	MUTUAL ADVISORS, LLC	Oct 24, 2025	Dec 15, 2025	52	Firm change	RIA to ibd
EDELMAN FINANCIAL ENGINES	BEACON POINTE ADVISORS, LLC	Apr 19, 2022	Apr 13, 2022	-6	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	EDELMAN FINANCIAL ENGINES	Feb 7, 2020	Feb 21, 2020	14	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ MUTUAL ADVISORS, LLCRegistered adviserregistration: current employment
Dec 15, 2025 to presentfactForm ADV
→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 13, 2022 to Oct 24, 2025factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Feb 21, 2020 to Apr 19, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 8, 2015 to Feb 7, 2020factForm ADV

Dated events

Occurred
Oct 24, 2025
Advisor changed firm
Levi Glade Larsen left Beacon Pointe Advisors, Llc for Mutual Advisors, Llc (registered 2025-12-15)
Form ADVobserved 6 days ago
Occurred
Apr 19, 2022
Advisor changed firm
Levi Glade Larsen left Edelman Financial Engines for Beacon Pointe Advisors, Llc (registered 2022-04-13)
Form ADVobserved 6 days ago