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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-15 |
Branch Locations
535 Lloyd Ave., Latrobe, PA 15650 • United States
1601 3Rd St., Beaver, PA 15009 • 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 |
|---|---|---|---|---|
| Bpu Investment Management, Inc | Pittsburgh | PA | 07/2010 | 01/2020 |
| Mutual Advisors, Llc. | Omaha | NE | 01/2020 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 01/2020 | Present |
| Eriks North America | Pittsburg | PA | 08/2019 | 06/2020 |
1. Independent Insurance Agent, Start Date: 07/2020, 4345 Old William Penn Hwy, Ste. B, Murrysville, PA 15668, LLC, Insurance Sales, Agent, Recommending the purchase of Life, Accident, or Health Insurance products, Not Investment Related, 12 Hours per month, .5 Hours per day during trading hours. 2. 21:5 Tax Services, LLC., Start Date: 02/01/2022, 535 Lloyd Ave., Latrobe, PA 15650, LLC, Tax Preparer, Preparation of client tax returns, Hours worked will be during tax season, Not Investment Related, 30-40 Hours per month, 2-3 Hours per day during trading hours. 3. Central Valley Hockey, Start Date: 08/15/2023, Not-for-profit, Youth Hockey Organization, Volunteer, Game day assignments such as admission, 50/50 raffle, or anything else asked by the org, also volunteering at concerts to work in sales booths as part of our fundraising efforts, Money earned at the sales booths & other fundraisers comes off ice dues for my player, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours. 4. President of the Central Valley Youth Soccer Club (CVYS), Start Date: 06/15/2024, 204 Golfview Dr., PMB 171, Monaca, PA 15061, Non-Profit, Community Youth Soccer Association, Coach, member of the Board, Registrar, President, Volunteering when necessary, coaching practice and games, being involved in the decisions of the organization, communicating with PA West (a larger soccer organization CVYS is a part of), authorized on the bank account of which we must have 2 signers on every check, Not Investment Related, 6 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-31 |
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