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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-24 |
Branch Locations
147 2Nd Ave S Ste. 403, Saint Petersburg, FL 33701 • 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 |
|---|---|---|---|---|
| Canterbury School Of Florida | Saint Petersburg | FL | 08/2004 | 05/2018 |
| Florida State University | Tallahassee | FL | 06/2018 | 05/2022 |
| Directed Capital | Saint Petersburg | FL | 06/2022 | 06/2023 |
| Mutual Advisors Llc | Omaha | NE | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-11 |
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