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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-20 |
Branch Locations
Mutual Of Omaha Plaza, Omaha, NE 68175 • 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 | Brea | CA | 07/2017 | 12/2019 |
| New York Life Insurance Co. | Brea | CA | 06/2017 | 12/2019 |
| Unemployed | Redondo Beach | CA | 09/2015 | 03/2017 |
| Atlas Medstaff | Omaha | NE | 03/2020 | 09/2020 |
| Unemployed | Omaha | NE | 09/2020 | 01/2021 |
| Valic Financial Advisors, Inc. | Overland Park | KS | 02/2021 | 11/2025 |
| Agia | Houston | TX | 12/2022 | 11/2025 |
| Mutual Of Omaha | Omaha | NE | 11/2025 | Present |
Insurance - Start Date 11/24/2025 - Non-Investment Related - Insurance lines of business: Life, Health, Annuities - Hours per week during trading hours: 40 - Joint field work and training related to insurance sales, products and marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-12 |
| S65 | Uniform Investment Adviser Law Examination | 2004-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-03 |
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