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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-10-15 |
Branch Locations
535 Lloyd Ave., Latrobe, PA 15650 • 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 |
|---|---|---|---|---|
| Bpu Investment Management, Inc. | Pittsburgh | PA | 05/2016 | 10/2019 |
| Mutual Securities, Inc. | Camarillo | CA | 10/2019 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 10/2019 | Present |
1. Independent Insurance Agent, Start Date: 12/01/2020, 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, 5 Hours per month, 0.5 Hours per day during trading hours. 2. Notary Public, Start Date: 03/25/2021, 4345 Old William Penn Hwy, Ste. B, Murrysville, PA 15668, Notary Public, Witnessing/attesting signatures, Not Investment Related, 1 Hour per month, 0.25 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-28 |
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