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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-02-08 |
| CA | RA | APPROVED | 2018-06-04 |
Branch Locations
1297 Flynn Rd. Ste. 280, Camarillo, CA 93012 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Oxnard | CA | 01/2002 | 06/2018 |
| Mutual Advisors, Llc. | Omaha | NE | 06/2018 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 06/2018 | Present |
1. Brent Johnson Insurance Agent, Start Date: 06/04/2018, 1297 Flynn Road, Ste. 280, Camarillo, CA 93012, S-Corp, General Insurance, Fixed Insurance, Term Life, Variable Life Insurance, Owner/Agent, Selling Life Insurance occasionally will likely use Ash Insurance Brokerage, Not Investment Related, 1 hour per month, 0 hours per day during trading hours. 2. Jim & Sunny Ann Johnson Family Trust, Start Date: 01/13/2023, 2061 Vanguard Dr., Camarillo, CA 93010, Family Trust, Financial Dealing with parents, Trustee - Sun of my parents Jim & Ann Johnson, Management of their day to day financials, Investment Related, 5 Hours per month, 20 minutes per day during trading hours. 3. Vision Wealth Inc., Start Date: 06/03/2018, 1297 Flynn Road, Ste. 280, Camarillo, CA 93012, S-Corp, Financial Services, Owner/Principal, Day to day running of financial practice, Investment Related, 160 hours per month, 8 hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-22 |
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