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.

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

Oct 1, 1978earliest registration or exam on IAPD

Years in industry

47derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

Jan 25, 2002

Dual registered

no

IAPD individual key

4532723

• Occurred

  Feb 24, 2022
  Advisor changed firm

  Richard William Lackey left Kg Advisors Ii, L.P. for Mutual Advisors, Llc (registered 2022-03-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f585c202-94c6-46bc-1b2b-1ca9c3ef8cde

First observed

Jan 25, 2002

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.