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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-20 |
Branch Locations
7600-B North Capital Of Texas Highway Ste 110, Austin, TX 78731 • United States
3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Austin | TX | 10/2016 | 11/2021 |
| New York Life Insurance Co | Austin | TX | 07/2016 | 11/2021 |
| Insurance Agent - Self | Austin | TX | 06/2007 | Present |
| Mutual Of Omaha Investor Services | Austin | TX | 12/2021 | Present |
| Mutual Of Omaha Insurance Company | Austin | TX | 11/2021 | Present |
Insurance Agent - Start Date: 06/2007 - Non-investment Related - Insurance lines of business: Life, Health and Annuities- Hours/per week during trading hours: 4 Mutual of Omaha Mortgage Leads Program - Start Date: 01/2022 - Non-investment Related - Referring prospects and clients for traditional and reverse mortgages Hours/per week during trading hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-14 |
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