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Advisor at MUTUAL ADVISORS, LLC
OMAHA, NE | Moorpark, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MUTUAL ADVISORS, LLC | Bd affiliated wealth | Jan 14, 2026 | n/a | yes | Moorpark, CA|OMAHA, NE | Current employment |
| CEDARSTONE ADVISORS | Independent wealth | Feb 7, 2025 | Jan 5, 2026 | no | THOUSAND OAKS, CA | Previous registration |
| MUTUAL ADVISORS, LLC | Bd affiliated wealth | Jun 30, 2021 | Jan 3, 2025 | no | Camarillo, CA|Moorpark, CA|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CEDARSTONE ADVISORS | MUTUAL ADVISORS, LLC | Jan 5, 2026 | Jan 14, 2026 | 9 | Firm change | RIA to ibd |
| MUTUAL ADVISORS, LLC | CEDARSTONE ADVISORS | Jan 3, 2025 | Feb 7, 2025 | 35 | Firm change | Ibd to RIA |