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Current Employers
Mutual Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-05-03
  • CA RA
    APPROVED
    Since 2019-05-03

Branch Locations

1419 Highland Ave., Manhattan Beach, CA 90266 • United States

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

Hermosa Beach, CA • 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
First Allied Securities Inc San Diego CA 02/2015 05/2019
California Retirement Advisors Group, Inc. El Segundo CA 02/2015 05/2019
Mutual Securities, Inc. Camarillo CA 05/2019 Present
Mutual Advisors, Llc. Omaha NE 05/2019 Present
  • 02/2015 → 05/2019
    First Allied Securities Inc
    San Diego, CA
  • 02/2015 → 05/2019
    California Retirement Advisors Group, Inc.
    El Segundo, CA
  • 05/2019 → Present
    Mutual Securities, Inc.
    Camarillo, CA
  • 05/2019 → Present
    Omaha, NE
Previous Registrations
  • 2018-01-25 → 2019-07-03
    Ira Wealth Management
    El Segundo, CA
  • 2018-01-29 → 2019-05-06
    First Allied Advisory Services, Inc.
    El Segundo, CA
Other Businesses

1. Independent Insurance Agent, Start Date: 01/01/2018, 1419 Highland Ave., Manhattan Beach, CA 90266, Sole proprietor, Insurance Sales, Insurance Agent, I sell life insurance with my over all financial planning for clients, Investment Related, 10 hours per month, 0 hours per day during trading hours. 2. CA Tax Planners, Start Date: 05/01/2020, 898 N. Pacific Coast Hwy, Ste. 740, El Segundo, CA 90245, DBA of California Retirement Advisors Group, Inc., Taxes and estate planning, Associate, Helping stay informed of current and changing tax strategies and technology, Introduction to client services, Not Investment Related, 4 Hours per month, 0.25 Hours per day during trading hours. 3. MBX Foundation - Indoor & Beach Volley Ball Boosters, Start Date: 11/01/2021, PO Box 1585 Manhattan Beach, CA 90267, 501C3 Non Profit Foundation, Non Profit organization, Co-Treasurer, Help manage books, request checks, update the balance sheet to coincide with foundation, Not Investment Related, 5 Hours per month, 0 Hours per day during trading hours. 4. Arcadia Advisors, LLC., Start Date: 01/01/2025, 1133 7th St., Hermosa Beach, CA 90254, LLC - S Corp, DBA, President-Owner, I am using this company in order to conduct my business and get paid under the company rather than my social security sole proprietor, Investment Related, 40 Hours per month, - Hours per day during trading hours. 5. California Retirement Advisors, Start Date: 01/01/2015, 1419 Highland Ave., Manhattan Beach, CA 90266, LLC, CRA, Financial Advisor, Help Clients with Financial Planning and managing their portfolios, etc., Investment Related, 40 Hours per month, 40 Hours during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-11
  • S66 Uniform Combined State Law Examination
    2017-12-11
Other Names
  • Arcadia Christian Berjonneau

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