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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-06-01 |
Branch Locations
201 Ne Park Plaza Dr Suite 225, Vancouver, WA 98684 • 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 |
|---|---|---|---|---|
| Cetera Advisor Networks | El Segundo | CA | 05/2014 | 06/2018 |
| Whitehouse Wealth Management | Vancouver | WA | 05/2014 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 06/2018 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 06/2018 | Present |
1. INDEPENDENT INSURANCE AGENT, SOLE PROPRIETOR, START DATE: 06/01/18, 201 NE PARK PLAZA DRIVE, SUITE 221, VANCOUVER, WA 98684, INSURANCE AGENCY/AGENT OF LIFE, HEALTH, DISABILITY, ANNUITIES & LTC INSURANCE, NOT INVESTMENT RELATED, HOURS VARIES PER MONTH, HOURS VARIES PER DAY DURING TRADING HOURS. 2. MAKE A WISH FOUNDATION, NON-PROFIT, START: 01/01/06, 2000 SW 1ST AVENUE, SUITE 410, PORTLAND, OR 97201, CHARITY, CORPORATION, DONOR, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 2 HOURS PER DAY DURING TRADING HOURS. 3. TKW Properties, LLC., State Date: 02/11/2020, 3426 Broken Tee Dr., Hood River, OR 97031, LLC, Real Estate Property Management, Member, Manage, Maintenance of buildings, collect rent from Leasee's, pay utilities and taxes, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours. 4. TEW & Associates, LLC., Start Date: 05/01/2025, 3426 Broken Tee Drive, Hood River, OR 97031, LLC, S Corp, Payroll for Advisory Fees Pass Through Entity, Owner - Operator, Payroll duties for advisory fees from Mutual Advisors, Not Investment Related, 4 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-06 |
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