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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-07 |
| MO | RA | APPROVED | 2021-03-15 |
Branch Locations
16020 Swingley Ridge Rd. Ste. 330, Chesterfield, MO 63017 • 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 |
|---|---|---|---|---|
| Visionary Wealth Advisors, Llc | Fenton | MO | 08/2014 | 03/2021 |
| Mutual Advisors, Llc. | Omaha | NE | 03/2021 | Present |
1. Independent Insurance Agent, Start Date: 08/04/2014, 16020 Swingley Ridge Rd., Ste. 330, Chesterfield, MO 63017, LLC, Independent Insurance Agent, Independent Insurance Agent, Life, Disability, and Long Term Care Insurance Sales, Not Investment Related, 5 Hours per month, 0 Hours per day during trading hours. 2. Collop Beach Properties, LLC., Start Date: 03/01/2018, 12 Swindon Ct., Manchester, MO 63011, LLC, Real Estate Rental Property, Owner, Passive Owner of Rental Property, Receive Rental income, have a full time property manager that handles all administrative and financial operations, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours. 3. Collop Financial, LLC., Start Date: 01/04/2021, 12 Swindon Ct., Manchester, MO 63011, LLC, Pass through Entity for Tax purposes, Manager - Member, Conduct and Transact business activities, Not Investment Related, 4 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-24 |
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