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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED | 2024-11-14 |
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 |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Addison | TX | 07/2011 | 05/2020 |
| Usaa Financial Planning Services | Addison | TX | 03/2013 | 05/2020 |
| Usaa Investment Management Company | Addison | TX | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2020 | 11/2024 |
| Mutual Advisors, Llc. | Omaha | NE | 11/2024 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-28 |
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