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Jeffrey David Wright

Mutual Advisors, LLC

Camarillo, CA

Carpinteria, CA

Omaha, NE

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Current Employers
Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-06-04
  • CA RA
    APPROVED
    Since 2018-06-04

Branch Locations

1297 Flynn Road Suite 280, Camarillo, CA 93012 • United States

Carpinteria, CA • United States

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Oxnard CA 06/2006 06/2018
Mutual Securities, Inc. Camarillo CA 06/2018 Present
Mutual Advisors, Llc. Omaha NE 06/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-05
S63 Uniform Securities Agent State Law Examination 2003-01-24
  • S66 Uniform Combined State Law Examination
    2007-12-05
  • S63 Uniform Securities Agent State Law Examination
    2003-01-24

View on SEC IAPD

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