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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-04 |
Branch Locations
3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • United States
9800 Richmond Ave Ste 140, Houston, TX 77042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Houston | TX | 08/2013 | Present |
| Mutual Of Omaha Investor Services | Houston | TX | 03/2024 | Present |
Insurance Agent - Start Date: 08/2013 - Non-investment Related - Insurance lines of business: life, health, annuities - Hours/per week during trading hours: 40 Mutual of Omaha Mortgage Lead Incentive Program; not investment-related. Less than 1/hr per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-25 |
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