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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-10 |
| OH | RA | APPROVED | 2019-07-21 |
Branch Locations
8280 Montgomery Rd. Ste. 204, Cincinnati, OH 45236 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Cincinnati | OH | 11/2014 | 06/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 06/2019 |
| Mutual Securities, Inc. | Camarillo | CA | 07/2019 | 12/2021 |
| Mutual Advisors, Llc. | Omaha | NE | 07/2019 | Present |
1. Cedar Village Foundation, Start Date: 05/2016, 8487 Ridge Road, Cincinnati, OH 45236, 501(c)(3) non-profit organization, Non-profit organization, Board Member, Attend board meeting and related events, Not Investment Related, 2 hours per month, 0 hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 11/01/2024, 8280 Montgomery Rd., Ste. 204, Cincinnati, OH 45236, LLC, Insurance, Insurance Agent, Conduct needs analysis, request quotes from providers, make recommendations, and assist with administrative tasks, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-05 |
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