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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-05-24 |
Branch Locations
17117 Burt Street Suite 300, Omaha, NE 68118 • United States
600 Grant Street Ste 304, Denver, CO 80203 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sonic | Gretna | NE | 04/2015 | 04/2017 |
| Costco Wholesale | La Vista | NE | 04/2017 | 05/2021 |
| Mutual Of Omaha | Omaha | NE | 06/2021 | Present |
| Mutual Of Omaha Investor Services | Omaha | NE | 12/2021 | Present |
Insurance Agent - Start Date: 06/2021 - Non-investment Related - Insurance lines of business: Health, life, annuities - Hours/per week during trading hours: 40 Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hour per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services Baseball umpiring for youth sports
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-19 |
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