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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2016-09-01 |
Branch Locations
17117 Burt Street Suite 300, Omaha, NE 68118 • United States
600 Grant Street Ste 304, Denver, CO 80203 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Omaha | NE | 10/2015 | Present |
| Mutual Of Omaha Investor Services | Omaha | NE | 01/2016 | Present |
Insurance Agent - Start Date: 10/2015- Non-investment Related - Insurance lines of business: Health, Life and annuity - Hours/per week during trading hours: 40 DBA/Marketing Name: Legacy Tree Financial Start Date: April 2025 Managing member of Mahoney Financial LLC Effective Date: July 1 2026 Board Member at American Red Cross Omaha, Council Bluffs and SW Iowa Chapter
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-07 |
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