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Current Employers
Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-11-15
TX RA APPROVED 2019-11-15
  • PA RA
    APPROVED
    Since 2019-11-15
  • TX RA
    APPROVED
    Since 2019-11-15

Branch Locations

535 Lloyd Ave., Latrobe, PA 15650 • United States

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bpu Investment Management, Inc Pittsburgh PA 08/2010 10/2019
Mutual Securities, Inc. Camarillo CA 10/2019 Present
Mutual Advisors, Llc. Omaha NE 10/2019 Present
  • 08/2010 → 10/2019
    Bpu Investment Management, Inc
    Pittsburgh, PA
  • 10/2019 → Present
    Mutual Securities, Inc.
    Camarillo, CA
  • 10/2019 → Present
    Omaha, NE
Previous Registrations
  • 2010-08-18 → 2019-11-18
    Bpu Investment Management Inc.
    Greensburg, PA
    Pittsburgh, PA
  • 2010-06-09 → 2010-08-17
    New Alexandria, PA
Other Businesses

1. Curry and Kepple, Inc., Start Date: 06/01/2019, 126 Ten School Rd, New Alexandria, PA 15670, S-Corporation, Civil Construction and Trucking, Not Investment Related, Manager of Development and Projects, Bidding projects, managing projects, truck dispatching, 80 hours per month, 1 hour per day during trading hours. 2. Dunlap Family Farms, Start Date: 07/07/2017, 563 Agent Way, New Alexandria, PA 15670, Sole-Prop, Farming, Owner, Raising Livestock, Not Investment Related, 60 hours per month, 0 hours per day during trading hours. 3. Dunlap Brothers, LLC., Start Date: 08/18/2018, 563 Agent Way, New Alexandria, PA 15670, Real Estate/Holding Company, Owner, Real estate flipping and holding company, Not Investment Related, 20 hours per month, 0 hours per day during trading hours. 4. Early Learning Resource Center 4 Kids, Start Date: 09/14/2015, 4893 U.S. Route 30, Greensburg, PA 15601, 501c4, Non-Profit Organization, Vice-President, General Board Duties, Not Investment Related, 3 hours per month, 0 hours per day during trading hours. 5. Harvest Church, Start Date: 01/01/2018, 220 Pittsburgh Street, Derry, PA 15627, 501c, Church, Treasurer, Deacon and Treasurer, All financial transactions require at minimum 2 signatures, widely know duties of a treasurer, general financial oversight, financial planning/budgeting, financial reporting, banking, book keeping, and record keeping, Not Investment Related, 12 Hours per month, 0 Hours per day during trading hours. 6. Louise Anderson Rev. Trust Co-Trustee, Start Date: 09/27/2016, 331 Vernon Ave, Latrobe, PA 15650, Trust, Fiduciary Appointment (Co-Trustee), Co-Trustee, can't act independently, Manage investment portfolio, Investment Related, 2 hours per month, 2 hours per day during trading hours. 7. Ruffed Grouse Society, Start Date: 03/01/2015, 451 McCormick Road, Coraopolis, PA 15108, 501c3, Non-profit Organization, Western Allegheny Chapter Board Member, Organize annual fundraising banquet, Not Investment Related, .5 hours per month, 0 hours per day during trading hours. 8. Safari Club International Pittsburgh Chapter, Start Date: 08/15/2018, 1730 Hastings Mill Road, Pittsburgh, PA 15241, 501c3, Non-Profit Organization, Board Member, Attending board meetings once per month, plan fundraiser events, Not Investment Related, 5 hours per month, 0 hours per day during trading hours. 9. Westmoreland County Historical Society, Start Date: 12/09/2013, 809 Forbes Trail Road, Greensburg, PA 15601, 501c3, Non-profit Organization, Treasurer, Prepare budget, manage bank accounts, report to the board, Not Investment Related, 2 hours per month, 0 hours per day during trading hours. 10. Dunlap-Curry Holdings, LLC., Start Date: 02/01/2020, 126 Ten School Road, New Alexandria, PA 15670, LLC, Real Estate Holding Company, Partner, Flipping and Renting Real Estate, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours. 11. Independent Insurance Agent, Start Date: 08/01/2020, 4345 Old William Penn Hwy, Ste. B, Murrysville, PA 15668, LLC, Insurance Sales, Agent, Recommending the purchase of Life, Accident or Health insurance products, Not Investment Related, 4 Hours per month, 0 Hours per day during trading hours. 12. Dunlap Real Estate Holdings, LLC., Start Date: 08/01/2021, 15563 Agent Way, New Alexandria, PA, LLC, Real Estate Holding Company, Sole Member, Own Real Estate, Not Investment Related, 4 Hours per month, 0 Hours per day during trading hours. 13. Expert Witness, Start Date: 09/01/2022, 535 Lloyd Ave, Latrobe, PA 16650, Expert Witness, Provide Expert Witness Services, Provide Expert Witness Services, Investment Related, 10 Hours per month. .5 Hours per day during trading hours. 14. 21:5 Tax Services, LLC., Start Date: 02/01/2022, 535 Lloyd Ave., Latrobe, PA 15650, LLC, Tax Preparation Services, Owner, Allowing Rebecca to prepare taxes, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-25
S63 Uniform Securities Agent State Law Examination 2007-05-04
  • S65 Uniform Investment Adviser Law Examination
    2010-05-25
  • S63 Uniform Securities Agent State Law Examination
    2007-05-04

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