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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 2020-11-03
  • CA RA
    APPROVED
    Since 2020-11-03

Branch Locations

311 N 2Nd St., Portervile, CA 93257 • United States

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

311 N 2Nd St. Ste. B5, Porterville, CA 93257 • 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
Rural Ag Insurance Services, Llc. Porterville CA 10/2014 04/2020
Mutual Securities, Inc. Camarillo CA 05/2020 Present
Mutual Advisors, Llc. Omaha NE 04/2020 Present
  • 10/2014 → 04/2020
    Rural Ag Insurance Services, Llc.
    Porterville, CA
  • 05/2020 → Present
    Mutual Securities, Inc.
    Camarillo, CA
  • 04/2020 → Present
    Omaha, NE
Other Businesses

1. Independent Insurance Agent, Start Date: 10/15/2018, 311 N 2nd Street, Ste, B5, Porterville, CA 93257, Individual, Independent Insurance Agent, Sole Proprietor, Independent Insurance Agent, Not Investment Related, 4 Hours per month, Less that 1 Hour per day during trading hours. 2. Porterville Unified School District - Strathmore High School, Start Date: 09/01/2024, 22568 Avenue 196, Strathmore, CA 93267, School District, Baseball Coach, Varsity Baseball Coach, Oversee Baseball program, Not Investment Related, 40 Hours per month, 0 Hours per day during trading hours. 3. Sports Officiating - Independent Contractor, Start Date: 11/21/2025, 1869 W Heritage Ln, Porterville, CA 93257, Independent Contractor, Sports Officiating, Sports Official, Officiate athletic contests November and December only, Not Investment Related, 6 Hours per month, 0 Hours per day during trading hours. 4. CVOA Sports Official - Independent Contractor, Start Date: 11/21/2025, 1869 W Heritage Ln, Porterville, CA 93257, Independent Contractor, Sports Official, Sports Official, Officiate athletic contests during November/December, Not Investment Related, 6 Hours per month, 0 Hours per day during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-02
S63 Uniform Securities Agent State Law Examination 2020-09-05
  • S65 Uniform Investment Adviser Law Examination
    2020-11-02
  • S63 Uniform Securities Agent State Law Examination
    2020-09-05

View on SEC IAPD

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