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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-03-04 |
| TX | RA | APPROVED_RES | 2024-02-29 |
| CA | RA | APPROVED | 2024-02-28 |
Branch Locations
Livermore, CA • 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 |
|---|---|---|---|---|
| Private Advisory Group Llc | Gig Harbor | WA | 07/2014 | 10/2016 |
| Alpha Cubed Investments, Llc | Irvine | CA | 06/2016 | 02/2024 |
| Fortitude Advisory Group, Llc Dba Sound Wealth Partners | Gig Harbor | WA | 10/2016 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-20 |
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