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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-14 |
Branch Locations
122 W John Carpenter Freeway Suite 100, Irving, TX 75039 • United States
Fort Worth, TX • 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 |
|---|---|---|---|---|
| Wealth Watch Advisors Llc | Rockledge | FL | 07/2015 | 07/2017 |
| Mutual Of Omaha Insurance Company | Irving | TX | 09/2011 | Present |
| Mutual Of Omaha Investor Services | Irvine | TX | 11/2017 | Present |
Insurance agent. LP Insurance & Financial Services (DBA filed 01/2017). 8100 Malaga Dr. Fort Worth, TX 76135. Life and health insurance sales. 20 hrs per week. Non-Investment Related. NAIFA Fort Worth, Non-Investment Related, PO Box 33372,FORT WORTH, TX 76162, Secretary 2021/Vice-President 2022, President 2023, Past-Pres 2024 Start Date: 10/01/2021 , Approximately 4 hours per week ,Organizing meetings, completing reports, No check writing ability. WIFS DFW Chapter, Non-Investment Related, PO Box 33372, Fort Worth, TX 76162, Position Title: Vice President, President 2024 Start Date: 10/15/2021, Approximately 4 hours per week, Attend meetings, complete reports, plan events, No check writing ability.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-18 |
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