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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-04 |
Branch Locations
Ponte Vedra, FL • United States
807 A Camarillo Springs Road, Camarillo, CA 93012 • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Securities, Inc. | Camarillo | CA | 04/1992 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 07/2013 | Present |
1. VOSS SINGLE FAMILY PRIVATE TRUST CO., LLC, START: 04/19/2013, 5830 E 2ND ST., STE. 2D, CASPER, WY 82609, OWNER & MANAGING MEMBER, INVESTMENT-RELATED, <5 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. MUTUAL VENTURES, LLC, INCOME INVESTMENT GROUP, LLC., START: 7/1/2013, 5830 E 2ND ST., STE. 2D, CASPER, WY 82609, MANAGER, BUSINESS DEVELOPMENT, LLC MANAGEMENT DUTIES, INVESTMENTS, INVESTMENT RELATED, <40 HOURS PER MONTH, <2 HOURS PER DAY DURING TRADING HOURS. 3. VOSS INVESTMENTS, LLC, START: 01/2015, 5830 E 2ND ST., STE. 2D, CASPER, WY 82609, INVESTMENTS/CONSULTING, EXECUTIVE OFFICER, INVESTMENT RELATED, <20 HOURS PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS. 4. WINDY HILL FOUNDATION, START: 05/01/2024, 101 N Jay St., Ste. A, Middleburg, VA 20117, Foundation, Charity, Board Member, Non-executive board of directors duties for a charitable foundation, Not Investment Related, 4 Hours per month, 0 Hours per day during trading hours. 5. VLST INVESTMENTS, LLC., START DATE: 06/16/2025, 30 N Gould St., Ste. R, Sheridan, WY 82801, LLC, Investment Holding Entity for Family Trust, Manager, Oversee Investment Holdings of Family Trust, Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 6. VCRT Investments, LLC., Start Date: 06/16/2025, 30 N Gould St., Ste. R, Sheridan, WY 82801, LLC, Investment Holding Entity for Trust, Manager, Managing Family Trust Investment, Investment Related, 1 Hour per month, 0 Hours per day during trading hours. THE TIME COMMITMENT TO EXECUTE DUTIES ASSOCIATED WITH THE ABOVE LISTED OUTSIDE BUSINESS ACTIVITIES VARIES. NO MATERIAL TIME COMMITMENT REQUIRED DURING MARKET HOURS. DUTIES ARE DIRECTED BY OPERATING AGREEMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-23 |
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