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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-02-03 |
| WA | RA | APPROVED | 2018-06-01 |
Branch Locations
201 Ne Park Plaza Drive Ste. 225, Vancouver, WA 98684 • 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 |
|---|---|---|---|---|
| Cetera Advisors Network | El Segundo | CA | 01/2013 | 06/2018 |
| Whitehouse Wealth Management | Vancouver | WA | 01/2013 | Present |
| Whitehouse Wealth Management | Vancouver | WA | 10/2016 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 06/2018 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 06/2018 | Present |
1. INDEPENDENT INSURANCE AGENT, SOLE PROPRIETOR, START DATE: 06/01/18, 201 NE PARK PLAZA DRIVE, SUITE 221, VANCOUVER, WA 98684, INSURANCE AGECY/AGENT OF FIXED, LIFE, HEALTH, ANNUITIES, DISABILITY AND LTC INSURANCE, NOT INVESTMENT RELATED, HOURS VARY PER MONTH, HOURS VARY PER DAY DURING TRADING HOURS. 2. SIFMA Foundation - InvestWrite, Start Date: 12/2016, 120 Broadway, 35th Floor, New York, NY 10271-0080, Non-Profit, Non-Profit, Volunteer Judge, Judge for InvestWrite, an innovative national writing competition, evaluate up to eight student essays from participants in the stock market games based on scoring criteria, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours. 3. Junior Achievement or Oregon & SW Washington - BizTown, Start 2019, 7830 SE Foster Road, Portland, OR 97206, Non-Profit, Non-Profit, Volunteer Teacher, Teaching students work readiness, entrepreneurship, and financial literacy in preparation a one-day economic simulation for 4th through 6th grade students within an 8,500 square foot replica of an American city, JA BizTown Adventures is highly-interactive simulation that takes reality-based learning to a new level by placing students into authentic, real0world scenarios, Not Investment Related, 12 Hours per month, 0 Hours per day during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-09 |
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