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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-03-22 |
Branch Locations
1010 Enclave Blvd. Ste. A, Edwardsville, IL 62025 • 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 |
|---|---|---|---|---|
| Opel Private Wealth, Llc | Edwardsville | IL | 12/2013 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 03/2021 | Present |
1. Independent Insurance Agent, Start Date: 01/2010, 1010 Enclave Blvd., Edwardsville, IL 62025, Self, Insurance Agency, Agent, Sell Insurance Policies related to Life, Disability, Long Term Care, or Health Insurance, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-02 |
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