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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-05-09 |
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 | 08/2021 | Present |
| Omaha Public Schools | Omaha | NE | 08/2013 | 08/2021 |
| Mutual Of Omaha Investor Services | Omaha | NE | 01/2022 | Present |
Insurance Agent - Start Date: 08/2021 - Non-investment Related - Insurance lines of business: Health and Life - Hours/per week during trading hours: 40 Axiom Advisory Group, LLC -owner- Start date 5/20/2026 - business for tax reporting purposes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-06 |
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