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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-30 |
Branch Locations
807-A Camarillo Springs Rd, Camarillo, CA 93012 • 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 |
|---|---|---|---|---|
| California Lutheran University | Thousand Oaks | CA | 08/2019 | 05/2023 |
| Content Labs, Llc. | Los Angeles | CA | 10/2022 | 05/2023 |
| Mutual Securities, Inc. | Camarillo | CA | 05/2023 | 08/2023 |
| Mutual Advisors, Llc. | Omaha | NE | 05/2023 | 08/2023 |
| Chatsworth Charter High School | Chatsworth | CA | 08/2015 | 06/2019 |
| Mutual Securities, Inc. | Camarillo | CA | 09/2023 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-30 |
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