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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-03-04 |
Branch Locations
3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zia Taqueria | Durango | CO | 01/2013 | 12/2017 |
| Abadie&Schill Pc | Durango | CO | 08/2016 | 12/2017 |
| Christ's Church Of The Valley | Phoenix | AZ | 01/2018 | Present |
| Mutual Of Omaha Investment Services | Phoenix | AZ | 12/2020 | Present |
| Mutual Of Omaha Insurance Company | Phoenix | AZ | 09/2020 | Present |
Insurance Agent- Start Date: 10/2020- Non-investment Related- Insurance lines of business: Life, Health & Annuities -40/per week during trading hours: 40 Rental Real Estate, 2 hours per week. Live Musician performing, 10 hours per week. DBA name: True Wealth Group, February 2025, owner/president Lions Only LLC - Purchased a Vacation Rental Condo in Puerto Penasco, Mexico - Las Palomas Beach Resort. This is going into a rental pool with the resort effective March 9, 2023. The purchase and business activity is through a partnership between Justin Gran and Ted JC Hurt, under the name Lions Only LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-28 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-01 |
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