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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-02 |
Branch Locations
4500 Park Grenada Blvd. Ste. 202, Calabasas, CA 91302 • United States
Tarzana, CA • 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 |
|---|---|---|---|---|
| Axa Advisors,Llc | Woodland Hills | CA | 04/2008 | 01/2018 |
| Fortune Financial Services, Inc. | Woodland Hills | CA | 01/2018 | 11/2019 |
| Wealthsource Partners, Llc | Woodland Hills | CA | 01/2018 | 11/2019 |
| Barrett Planning Group, Inc. D/B/A Barrett Wealth & Insurance So | Woodland Hills | CA | 12/2017 | 11/2019 |
| Wealthsource Partners, Llc | Calabasas | CA | 11/2019 | 01/2020 |
| Barrett Planning Group, Inc. D/B/A Barrett Wealth & Insurance S | Calabasas | CA | 11/2019 | Present |
| Fortune Financial Services, Inc. | Calabasas | CA | 11/2019 | 01/2020 |
| Mutual Securities, Inc. | Camarillo | CA | 01/2020 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 01/2020 | Present |
1. Barrett Planning Group, Inc. dba Barrett Wealth & Insurance Solutions, Start Date: 09/28/2017, 4500 Park Granada, Suite 202, Calabasas, CA 91302, S Corp, Insurance Sales, Owner and Agent, Insurance Sales: Life, Health, Long Term Care and Disability, Investment Related, 5 Hours per month, <1 hour per day during trading hours. 2. Evan Crook Barrett, Start Date: 01/01/1998, 19512 Shirley Court, Tarzana, CA 91356, Sole Proprietor, Acting and Performances, Actor/Performer, Acting duties, Not Investment Related, 0 hours per month, 0 hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-04 |
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