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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-02 |
| CA | RA | APPROVED | 2022-06-01 |
Branch Locations
100 E. Thousand Oaks Blvd. Ste. 161, Thousand Oaks, CA 91360 • 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 |
|---|---|---|---|---|
| Mutual Securities, Inc | Agoura Hills | CA | 06/2009 | Present |
| Professional Planning | Thousand Oaks | CA | 09/2004 | 06/2022 |
| Mutual Advisors, Llc. | Omaha | NE | 06/2022 | Present |
1. NEW GENERATION MARKETING, INC, CORPORATION, START: 01/01/2000, 28073 SMYTH DR. VALENCIA, CA 91355, INSURANCE AGENCY/AGENT OF LIFE INSURANCE & ANNUITIES, NOT INVESTMENT RELATED,2 HOURS PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-29 |
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