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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-02-01 |
| MO | RA | APPROVED | 2021-08-06 |
Branch Locations
7015 College Boulevard Ste 100, Overland Park, KS 66211 • United States
3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • United States
Overland Park, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coach Automotive Llc | Meriam | KS | 05/2020 | 07/2020 |
| Iowa State University | Ames | IA | 08/2016 | 05/2020 |
| Mutual Of Omaha Insurance Company | Kansas City | MO | 09/2020 | Present |
| Mutual Of Omaha Investor Services | Kansas City | MO | 09/2020 | Present |
Insurance Agent - Start Date: 09/2020 - Non-investment Related - Insurance lines of business: Life, Critical Illness, Disability, Long Term Care and Annuities - Hours/per week during trading hours: 40 Co-chair of the young professionals committee, Leawood Chamber of Commerce, not investment related, 13451 Briar Dr unit 201, Leawood, KS 66209, January-December 2023, roughly about 1 hour per week or 4 hours per month, job duties include to help plan young professional events, plan local volunteer opportunities, and enhance the chamber experience, no check writing authority.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-10 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-06 |
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