Best Investors
Account
Sign in
Best Investors
Account
Sign in
3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-06-13 |
Branch Locations
17117 Burt Street Suite 300, Omaha, NE 68118 • United States
600 Grant Street Ste 304, Denver, CO 80203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Omaha | NE | 06/2021 | Present |
| Mutual Of Omaha Investor Services | Omaha | NE | 01/2022 | Present |
| Hd Sight And Sound | Springfield | NE | 08/2020 | 06/2021 |
| Unemployed | Na | XX | 05/2020 | 08/2020 |
| Creighton University | Omaha | NE | 08/2016 | 05/2020 |
| Union Pacific Railroad Company | Omaha | NE | 05/2019 | 03/2020 |
Insurance Agent - Start Date: 06/2021 - Non-investment Related - Insurance lines of business: Life, Health, Disability, Long-term Care, Critical Illness, Annuities, Dental - 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-23 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-10 |
Reach out to this advisor