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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2014-02-12 |
| CA | RA | APPROVED | 2014-01-29 |
Branch Locations
100 Howe Avenue Ste 120S, Sacramento, CA 95825 • United States
3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Gold River | CA | 05/2010 | Present |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 01/2011 | Present |
Insurance Agent -Lines of business; Life, Health, Annuities 9/2011-Current. S Corp- SNix Wealth Managed Manament, Inc S Corp - The Mohri Group S Corp- Exceed Wealth & Retirement Group, Inc. President/CEO DBA: Exceed Wealth & Retirement Group, Inc. August 28th 2024- DBA USED FOR INVESTMENT, FINANCIAL PLANNING, AND 401K SALES & MARKETING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-03 |
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