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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-11-29 |
Branch Locations
600 Grant Street Ste 304, Denver, CO 80203 • United States
Florence, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Colorado Springs | CO | 02/2021 | Present |
| Mutual Of Omaha Insurance Company | Colorado Springs | CO | 11/2020 | Present |
| Fremont Re-2 School District | Florence | CO | 08/1994 | 05/2020 |
| Retired | Florence | CO | 05/2020 | 11/2020 |
| Fremont Re-2 School District | Florenc | CO | 08/2020 | Present |
| Pueblo Community College | Pueblo | CO | 09/2016 | Present |
| Gunnison Valley Health | Gunnison | CO | 06/1988 | Present |
| Florence Volunteer Fire Department | Florence | CO | 10/1992 | Present |
Insurance Agent- Start Date: 11/2020 Non-investment Related- Insurance lines of business: Life, Health and Annuities- Hours/per week during trading hours: 20 Florence Volunteer Fire Department, Non-Investment related, Address 300 West Main Florence, CO 81226, Fire response, Start Date: 10-1992, Hours per week: vary depending on needs for services, Duties: Fire a response for the community Florence Fire Protection District board member. May 2025 Gunnison Valley Health, Non-Investment related, Address: 711 North Taylor, Gunnison, CO 81123, EMS services, Part-time EMT-intermediate, Start Date: 8-1988, Hours: one 24 shift per month, Duties: EMS services for the community Holcim Cement, Non-Investment related, Address:3500 Hwy 120, Florence Co 81226, Contractor, EMS consultant, Start Date: 2012, Hours: 12 hours per year, Duties: Medical training for employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-16 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-29 |
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