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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-08-12 |
Branch Locations
122 W John Carpenter Freeway Suite 100, Irving, TX 75039 • United States
3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • United States
Flower Mound, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services, Inc. | Arlington | TX | 01/2006 | Present |
INSURANCE BUSINESS OFFERING THE FOLLOWING LINES:LIFE;DISABILITY;LONG TERM CARE;CRITICAL ILLNESS;CANCER,STOKE & HEART ATTACK;FIXED ANNUITIES;MEDICARE SUPPLEMENTS;HEALTH AND DENTAL. General Grand Chapter, Order of the Eastern Star. Not investment related; On November 4, 2021 I was elected and installed to the Board of Trustee for the General Grand Chapter, Order of the Eastern Star. Approx 13 hours monthly; As a Trustee, I also sit on the Board of Directors for the Perry Belmont House, a Not for profit 501(C)(3) Corporation to maintain this Historic Manson in Washington D.C.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-23 |
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