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Advisor at MUTUAL ADVISORS, LLC
OMAHA, NE | Woodbury, MN
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 | May 20, 2026 | n/a | yes | OMAHA, NE|Woodbury, MN | Current employment |
| GREAT VALLEY ADVISOR GROUP, LLC | Independent wealth | May 8, 2025 | Apr 28, 2026 | no | Woodbury, MN|Hudson, WI|BERWYN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, LLC | MUTUAL ADVISORS, LLC | Apr 28, 2026 | May 20, 2026 | 22 | Firm change | RIA to ibd |