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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-13 |
Branch Locations
1801 Kingwood Dr Ste 160, Kingwood, TX 77339 • 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 |
|---|---|---|---|---|
| Kpmg | Dallas | TX | 08/2015 | 08/2017 |
| Brownline And Braden Advisors | Austin | TX | 08/2017 | 09/2019 |
| Avery Ranch Golf Club | Austin | TX | 09/2019 | 12/2019 |
| Mutual Advisors, Llc. | Omaha | NE | 01/2020 | Present |
1. Wise Capital Partners, LLC., Start Date: 03/22/2019, 1801 Kingwood Dr., Ste. 160, Kingwood, TX 77339, LLC, Administration and Operations, Employee, Entity to flow through income, expenses, payroll, and tax filing, Not Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. Rental Property, Start Date: 07/01/2023, 5817 Darling St., Unit G, Houston, TX 77007, Real Estate, Owner of Property, Property Manager, Not Investment Related, 5 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-13 |
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