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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-03-14 |
Branch Locations
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Carpinteria, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Murphy King Real Estate | Carpinteria | CA | 03/2006 | Present |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 04/2016 | 08/2017 |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 08/2017 | 03/2018 |
| Mutual Securities, Inc. | Camarillo | CA | 03/2018 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 06/2013 | Present |
1. RENTAL PROPERTIES, REAL ESTATE, START DATE: 02/06, 5304 STAR PINE ROAD, CARPINTERIA, CA 93013, JOINTLY OWNED WITH WIFE, RENTAL PROPERTIES, OWNER, NOT INVESTMENT RELATED, 5 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-24 |
| S65 | Uniform Investment Adviser Law Examination | 2008-03-17 |
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