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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-07 |
| CA | RA | APPROVED | 2017-01-27 |
Branch Locations
967 Reserve Dr., Roseville, CA 95678 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Roseville | CA | 12/2006 | 11/2016 |
| Wealth Advisory Group, Inc. | Roseville | CA | 01/2007 | 01/2017 |
| Mutual Securities, Inc. | Camarillo | CA | 01/2017 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 01/2017 | Present |
1. Independent Insurance Agent, Sole Proprietor, Start Date: 01/01/87, 987 Reserve Drive, Roseville, CA 95678, Insurance Agency/Agent, Fixed Insurance Sales, Not Investment Related, 5 Hours per month, <1 hour per day during trading hours. 2. Sell Some of my Old Coin on EBay, Start Date: 02/01/2021, 6692 Mira Vista Dr., Rocklin, CA 95677, Selling Coins as individual on EBay, Selling old U.S. Coins, Individual Seller, Posting pictures and description of coin on EBay, Not Investment Related, 4 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-17 |
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