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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-24 |
Branch Locations
4305 N Garfield Ste 207, Midland, TX 79705 • United States
3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • United States
122 W John Carpenter Freeway Suite 100, Irving, TX 75039 • United States
Midland, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Irving | TX | 09/2020 | Present |
| Halliburton Energy Services | Midland | TX | 09/2017 | 05/2020 |
| Unemployed/Laid Off | Irving | TX | 05/2020 | 09/2020 |
| Chickfila | Lubbock | TX | 05/2015 | 09/2017 |
| Student | Lubbock | TX | 05/2010 | 09/2017 |
Insurance Agent - Start Date: 09/2020 Non-investment Related - Insurance lines of business: Life, Health & Annuities. Hours/per week during trading hours: 30 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. Start date 2/1/24 - Apex Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-09 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-22 |
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