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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-09-20 |
Branch Locations
3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ozark Charters | Sunrise Beach | MO | 05/2016 | 06/2017 |
| Cerner Corporation | Kansas City | MO | 07/2017 | 04/2021 |
| Mutual Of Omaha Insurance Company | Scottsdale | AZ | 04/2021 | Present |
| University Of Kansas | Lawrence | KS | 08/2013 | 05/2017 |
| Mutual Of Omaha Investor Services | Phoenix | AZ | 04/2021 | Present |
Insurance Agent - Start Date: 04/2021 - Non-investment Related - Insurance lines of business: Life and Health, Accident & Sickness, and Annuities - Hours/per week during trading hours: 40 JCH Financial (LLC Used to file taxes) Start Date: 02/23/2022 - Pass through for income generated from insurance and investment business. Greenlight Wealth Advisors (LLC for Partnership with Justin Gran) Start Date: 11/16/2022 - Used as a DBA for the partnership I have with Justin Gran for our insurance, investment, and financial planning business 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 Rifkin, under the name Lions Only LLC. Greenlight Insurance PLLC - Recently purchased a P&C franchise, through Goosehead Insurance. The franchise is registered with our PLLC, Greenlight Insurance Group PLLC. The other owner of this franchise is my business partner, Justin Gran. We have a principal running this side of the business as we will not be writing any P&C business. The contract goes into effect this month, February 2024. 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. PLEASE REMOVE FORE THE KIDS KC. I AM NO LONGER INVOLVED WITH THIS GROUP
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-26 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-18 |
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