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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-05-17 |
Branch Locations
600 Grant Street Ste 304, Denver, CO 80203 • United States
Whitefish, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Spokane | WA | 02/2020 | 10/2021 |
| Unemployed | Spokane | WA | 07/2019 | 01/2020 |
| Rlg International | Vancouver | 10/2018 | 07/2019 | |
| Self Employed | Spokane | WA | 08/2018 | 09/2018 |
| Potlatchdeltic Corporation | Spokane | WA | 03/2016 | 07/2018 |
| Bank Of America, N.A. | Spokane | WA | 04/2020 | 10/2021 |
| Unemployed | Whitefish | MT | 11/2021 | 04/2023 |
| Mutual Of Omaha Investor Services | Whitefish | MT | 05/2023 | Present |
| Mutual Of Omaha Insurance Company | Whitefish | MT | 05/2023 | Present |
Insurance Agent - Start Date: 05/2023 - Non-investment Related - Insurance Life, Health, & Annuities; 40 - Hours/per week during trading hours: 30 Self-Employed Business Consultant - Start Date: 04/2024 - Non-investment Related - Proof-read, edit and assist in writing business documents. Review and analyze business documents and provide insight. 16 - Hours/per week 8 hours during trading hours Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1 hour 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 | 2020-11-30 |
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