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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-02 |
Branch Locations
1314 10Th St. Suite 130, Huntsville, TX 77320 • 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 |
|---|---|---|---|---|
| Mutual/United Of Omaha | Houston | TX | 11/2004 | Present |
INSURANCE AGENT - 11/2004 MUTUAL OF OMAHA / DBA Davis Wealth and Risk Management Inc. Oct 2018, Investment and Non Investment related, Insurance Lines: Life, Individual and Group Health, Medicare PDP, Advantage, Dental, Annuities, Property and casualty - 40 HOURS A WEEK,. HAY/Cattle FARM, Diamond D Farm and Ranch 08/01/2019 PASSIVE SEASONAL HAY and Cattle sales. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-09 |
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