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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Homemaking | Clarksville | MD | 12/2009 | 01/2019 |
| Triad Advisors | Norcross | GA | 02/2019 | 04/2021 |
| Skyline Technology Solutions | Glen Burning | MD | 04/2019 | 04/2021 |
| Fidelity Investments | New York | NY | 04/2019 | 10/2022 |
| Neuberger Berman | Clarksville | MD | 10/2022 | 09/2025 |
| Mutual Advisors, Llc. | Omaha | NE | 10/2025 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 10/2025 | Present |
1. Arts Council of Howard County, Start Date: 09/01/2023, 8510 High Ridge Rd., Ellicott City, MD 21043, 501(c)(3) Private Non-Profit, Non-Profit, Board Member, Serve on the Fundraising Committee for the annual Arts Gala, Contributing member of the 5-year strategic plan, Not Investment Related, 2-3 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-04 |
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