Best Investors Account Sign in
Current Employers
Mutual Of Omaha Investor Services, Inc.

3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-09-20
  • AZ RA
    APPROVED
    Since 2021-09-20

Branch Locations

3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • United States

Phoenix, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2016 → 06/2017
    Ozark Charters
    Sunrise Beach, MO
  • 07/2017 → 04/2021
    Cerner Corporation
    Kansas City, MO
  • 04/2021 → Present
    Mutual Of Omaha Insurance Company
    Scottsdale, AZ
  • 08/2013 → 05/2017
    University Of Kansas
    Lawrence, KS
  • 04/2021 → Present
    Mutual Of Omaha Investor Services
    Phoenix, AZ
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-01-26
S65 Uniform Investment Adviser Law Examination 2021-09-18
  • S63 Uniform Securities Agent State Law Examination
    2024-01-26
  • S65 Uniform Investment Adviser Law Examination
    2021-09-18
Other Names
  • Jc Hurt

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor