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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-08-22 |
Branch Locations
101 Metro Drive Suite 264, San Jose, CA 95110 • United States
Cupertino, CA • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | San Jose | CA | 10/2006 | 08/2018 |
| Scott Manley | Campbell | CA | 01/2014 | Present |
| Elaine Manley Inc | Campbell | CA | 01/2014 | 02/2018 |
| Mutual Securities, Inc. | Camarillo | CA | 08/2018 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 08/2018 | Present |
1. INDEPENDENT INSURANCE AGENT, START DATE: 07/13/2001, 101 METRO DRIVE, SUITE 264, SAN JOSE, CA 95110, SOLE-PROPRIETOR, INSURANCE AGENT, OWNER, ADVISE CLIENTS ON INSURANCE AND HELP THEM IMPLEMENT SOLUTIONS, NOT INVESTMENT RELATED, HOURS PER MONTH, 5 HOURS PER DAY DURING TRADING HOURS. 2. RENTAL PROPERTY, START DATE: 8/2/2013, 5731 VIA MONTE DRIVE, SAN JOSE, CA 95118, CO-OWNER/JOINT OWNERSHIP, INCOME PROPERTY, CO-OWNER, PASSIVE OWNER, THE SOLE PURPOSE FOR BUYING THIS RENTAL PROPERTY IS FOR ADDITIONAL INCOME, WE HIRED A PROPERTY MANAGER TO MANAGE, NOT INVESTMENT RELATED, 1/2 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 3. Financial Journey Partners, Inc., Start Date: 08/23/2018, 101 Metro Dr., Ste. 264, San Jose, CA 95110, Corporation, Administrative Operations, Wealth Manager, Meet with Clients and Service them through MALLC this entity pays me, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-07 |
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