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Advisor at MUTUAL ADVISORS, LLC
OMAHA, NE | Campbell, 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 | Mar 22, 2022 | n/a | yes | Campbell, CA|OMAHA, NE | Current employment |
| SILICON VALLEY WEALTH ADVISORS, LLC | Former SEC adviser | Nov 14, 2016 | Mar 21, 2022 | no | SAN JOSE, CA | Previous registration |
| WADDELL & REED | Former SEC adviser | Apr 19, 2010 | Nov 16, 2016 | no | LOS GATOS, CA|SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SILICON VALLEY WEALTH ADVISORS, LLC | MUTUAL ADVISORS, LLC | Mar 21, 2022 | Mar 22, 2022 | 1 | Firm change | RIA to ibd |
| WADDELL & REED | SILICON VALLEY WEALTH ADVISORS, LLC | Nov 16, 2016 | Nov 14, 2016 | -2 | Firm change | Other |