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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-03-27 |
Branch Locations
1419 Highland Ave., Manhattan Beach, CA 90266 • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
West Hills, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 03/2009 | 05/2019 |
| Mutual Securities, Inc. | Camarillo | CA | 05/2019 | Present |
| Mutual Advisors, Llc | Omaha | NE | 03/2020 | Present |
1. CA Tax Planners, Start Date: 05/01/2020, 1419 Highland Ave., Manhattan Beach, CA 90266, DBA of California Retirement Advisors Group, Inc., Taxes and estate planning, Associate, Helping stay informed of current changing tax strategies and technology, introduction to client services, Not Investment Related, 4 Hours per month, 0.25 Hours per day during trading hours. 2. California Retirement Advisors, Start Date: 10/01/2004, 1419 Highland Ave., Manhattan Beach, CA 90266, Corporation, RIA, Client Relations Manager, Client services/follow up, advisor assistance, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 3. Independent Insurance Agent, Start Date: 06/01/2024, 1419 Highland Ave., Manhattan Beach, CA 90266, Owner, Life Insurance/LTC, Life/LTC Insurance Sales, Investment Related, 1 Hour per month, 1 Hour per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-27 |
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