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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-10 |
| WA | RA | APPROVED | 2019-02-22 |
Branch Locations
1851 Central Place S Ste 225, Kent, WA 98030 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Service, Inc. | Renton | WA | 09/2012 | 02/2019 |
| Mutual Advisors, Llc. | Omaha | NE | 02/2019 | Present |
1. Mohan Ski School, Start Date: 01/01/2017, 232 228th Ave SE, Sammamish, WA 98074, Non-Profit, Ski Instruction, Instructor, Ski Instructor, Not Investment Related, 8 Hours per month, 0 Hours per day during trading hours. 2. Crump Insurance, Start Date: 03/01/2019, 2525 Factoria Blvd SE, 5th Floor, Ste 510, Bellevue, WA 98006, Corporation, Insurance, Agent, Offering Term Insurance to clients that require it, Not Investment Related, 1-2 hours per month, 0 hours per day during trading hours. 3. Amelia LLC, Start Date: 02/28/2019, 2260 Newport Way NW, Issaquah, WA 98027, Single Member LLC, This is the personal entity that will hold ownership of my portion of the LTCM LLC, Owner, This is a single member LLC for the purposes of holding my ownership in LTCM LLC the operating entity that works with Mutual, Not Investment Related, 3 Hours per month, 0 Hours per day during trading hours. 4. Long Term Capital Management LLC (LTCM LLC), Start Date: 02/15/2018, 2260 Newport Way NW, Issaquah, WA 98027, Single Member LLC, Pass Through entity for fees paid by Mutual to dba LTCM to facilitate potential new future ownership, Owner, Managing Member, Not Investment Related, 3 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-02 |
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