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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-08-22 |
Branch Locations
101 Metro Drive Suite 264, San Jose, CA 95110 • 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 |
|---|---|---|---|---|
| Elaine Manley, Inc. | Santa Cruz | CA | 08/2000 | 02/2018 |
| Scott Manley | Campbell | CA | 10/2017 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 08/2018 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 08/2018 | Present |
| Waddell & Reed, Inc. | San Jose | CA | 02/2000 | 08/2018 |
1. INDEPENDENT INSURANCE AGENT, START DATE: 06/01/2000, 101 METRO DRIVE, SUITE 264, SAN JOSE, CA 95110, SOLE-PROPRIETOR, INSURANCE AGENT, OWNER, PROVIDE CLIENTS WITH LIFE, FIXED, AND LTC PRODUCTS, NOT INVESTMENT RELATED, 5 HOURS PER MONTH, 5 HOURS PER DAY DURING TRADING HOURS. 2. Associates of Clifton Park, Start Date: 08/17/1998, 747 Pierce Rd., Clifton Park, NY 12065, Corporation, Insurance Sales Agent, Agent, Research and provide insurance products like LTF or life insurance, Not Investment Related, 2 Hours per month. 3. Financial Journey Partners, Inc., Start Date: 08/17/1998, 101 Metro Dr., Ste. 264, San Jose, CA 95110, S Corporation, Administrative Operations and Book Sales, Director and Book Author, Manage income, expenses, tax reporting for the business, supervise research, technology, HR functions and write books to give to clients, prospects and the books are available for sales through Amazon, Not Investment Related, 13 Hours per month, 0 Hours per day during trading hours. 4. Book Writing and Sale, Start Date: 09/15/2023, 101 Metro Dr., Ste. 264, San Jose, CA 95110, Book written as owner of FJP, Book Sales, Co-Author of Book, Elaine and I are writing books to give to clients and prospects and available for sale on Amazon, Investment Related, 1 Hour per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-16 |
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