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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-08 |
Branch Locations
147 Second Avenue S Suite 403, St. Petersburg, FL 33701 • 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 |
|---|---|---|---|---|
| Platinum Wealth Partners, Inc | St. Petersburg | FL | 02/2012 | 12/2017 |
| Mutual Securities, Inc | Camarillo | CA | 06/2013 | 12/2019 |
| Mutual Advisors, Llc | Omaha | NE | 01/2018 | Present |
1. DCH WEALTH MANAGEMENT, LLC., START DATE: 09/26/16 147 2ND AVENUE SOUTH, SUITE 403, SAINT PETERSBURG, FL 33701, ADMINISTRATIVE OPERATIONS, MEMBER/MANAGER, PASS THROUGH INCOME & EXPENSE, NOT INVESTMENT RELATED, 4 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. Insurance Agent, Start Date: 02/01/2018, 147 2nd Ave S., Ste. 403, St Petersburg, FL 33701, Insurance, Insurance Agent, Investment Related, 5 Hours per month, .5 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-19 |
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