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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2015-07-02 |
| NE | RA | APPROVED | 2015-02-05 |
Branch Locations
17117 Burt Street Suite 300, Omaha, NE 68118 • United States
600 Grant Street Ste 304, Denver, CO 80203 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Mutual Of Omaha | Omaha | NE | 04/2011 | Present |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 07/2011 | Present |
Insurance Agent; Start Date: 3/22/2012; Non-Investment related; Insurance Lines; Life, Health, and Annuity; Approximately 40 hours per week during trading hours. M. York JR Financial Strategies, L.L.C.; Start Date: 6/30/2020; Used for tax purposes only. DBA Name: Prosperity Wealth Partners, INC; Start Date: 05/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-18 |
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