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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-02 |
Branch Locations
San Antonio, TX • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 08/2020 |
| Oasis Advisors, Llc | San Antonio | TX | 09/2020 | 09/2021 |
| Oasis Financial Holdings, Llc | San Antonio | TX | 09/2020 | 09/2021 |
| Mutual Advisors, Llc. | Omaha | NE | 09/2021 | Present |
1. Independent Insurance Agent, Start Date: 11/18/1998, 1720 Winding View, San Antonio, TX 78260, Independent Contractor, Insurance Agent, Agent, After completing a needs based analysis, recommend and facilitate the purchase of fixed insurance products, primarily term life insurance, Not Investment Related, 3 Hours per month, 0 Hours per day during trading hours. 2. Health Insurance Sales - South Texas Healthcare Alliance DBA, Start Date: 04/20/2015, 1720 Winding View, San Antonio, TX 78260, Sole Proprietorship, Health Insurance, Health Insurance Educator/Agent, Educate and enroll individuals and businesses in health insurance, Not Investment Related, 10 Hours per month, 0 Hours per day during trading hours. 3. Football Official - Independent Contractor, 1720 Winding VW, Independent Contractor, Varsity Football Official, Football Official, Officiate Varsity Football Games, Not Investment Related, 20 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-22 |
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