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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-09 |
Branch Locations
9800 Richmond Ave Ste 140, Houston, TX 77042 • United States
3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Houston | TX | 06/2025 | Present |
| Mutual Of Omaha Insurance Company | Houston | TX | 05/2025 | Present |
| Mfs | Boston | TX | 01/2014 | 11/2017 |
| Fiserv | Houston | TX | 11/2017 | 04/2020 |
| Revsherpas Llc | Houston | TX | 01/2020 | 05/2025 |
| Greene Law P.C. | Houston | TX | 01/2024 | 12/2024 |
Insurance Agent - Start Date: 05/2025 - Non-investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during trading hours: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-18 |
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