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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-14 |
Branch Locations
2305 Historic Decatur Rd. Ste. 100, San Diego, CA 92106 • 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 |
|---|---|---|---|---|
| Presidio Capital Management | San Diego | CA | 03/2020 | 08/2021 |
| Wall Street Associates | La Jolla | CA | 04/2004 | 01/2017 |
| Unemployed | La Jolla | CA | 01/2017 | 02/2020 |
| First Allied Securities, Inc. | San Diego | CA | 04/2020 | 07/2021 |
| First Allied Advisory Services/ Cetera Investment Advisors | San Diego | CA | 11/2020 | 07/2021 |
| Massmutual Life Insurance Company | San Diego | CA | 08/2021 | 08/2023 |
| Mml Investors Services Llc | San Diego | CA | 10/2021 | 08/2023 |
| Mutual Advisors, Llc. | Omaha | NE | 08/2023 | Present |
1. Independent Insurance Agent, Start Date: 08/14/2023, 2305 Historic Decatur Rd., Ste. 100, San Diego, CA 92106, Insurance, Insurance Agent, Providing Life Insurance, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-05 |
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