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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-05-05 |
Branch Locations
Grand Junction, CO • 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 |
|---|---|---|---|---|
| Wells Fargo Bank | Monument | CO | 02/2006 | 12/2018 |
| United Capital Financial Advisers, Llc | Grand Junction | CO | 12/2018 | 03/2019 |
| Wealthsource Partners, Llc | Grand Junction | CO | 01/2019 | 08/2021 |
| Rosecap Investment Advisors, Llc. | Crand Junction | CO | 09/2021 | 04/2023 |
| Mutual Advisors, Llc. | Omaha | NE | 05/2023 | Present |
1. Moab City Carwash 2 LLC, Start Date: 07/25/2022, 420 Saddle Court, Grand Junction, CO 81507, LLC, Self serve 4 bay carwash, 50% Owner, Oversee the operations of the self serve carwash, Not Investment Related, 3 Hours per month, 0 Hours per day during trading hours. 2. 311 South Main LLC, Start Date: 07/25/2022, 420 Saddle Court, Grand Junction, CO 81507, LLC, Real Estate holing Company that rents land and building to the carwash, 50% Owner, Landlord for the property located as 311 South Main, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 3. MIAGJ, LLC., Start Date: 06/05/2023, 420 Saddle Ct., Grant Junction, CO 81507, LLC, LLC passes through fees from Mutual Group for Investment Advisory Services, Founder, This is a pass through LLC for fees earned from Investment Advisory Services through Mutual Group, Not Investment Related, 5 Hours per month, 1 Hour per day during trading hours. 4. REI Energy Drilling and Income Fund VII, Start Date: 06/30/2024, 1901 N. Central Expressway, Ste. 300, Richardson, TX 75080, Partnership, REI Energy, General Partner, Investor, No daily duties, Investment Related, 0 Hours per month, 0 Hours per day during trading hours. 5. REI Energy Income Fund X LP, Start Date: 02/27/2026, 1901 N. Central Expressway, Ste. 300, Richardson, Texas 75080, Partnership, Oil and Gas drilling, General Partner, Investor, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-03 |
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