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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-04-09 |
Branch Locations
3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Nixa | MO | 04/2019 | 03/2020 |
| Bkd, Llp | Springfield | MO | 01/2008 | 04/2019 |
| Mutual Of Omaha Investor Aservices | Springfield | MO | 04/2020 | Present |
| Mutual Of Omaha Insurance Company | Springfield | MO | 04/2020 | Present |
Insurance Agent - 04/2020: present - Non-investment Related - Insurance lines of business: Life, Health, and Annuity - Hours/per week during trading hours: 40 ENTITY:GOOD DADS INC; No; 205 W WALNUT STE 10; SPRINGFIELD; MO; 65806; NON-PROFIT ORGANZIATION; BOARD MEMBER/PRESIDENT; 1/1/2017; 5; 5; ATTEND MEETINGS AND ASSIST WITH EVENTS.| Sporting Springfield Soccer Club; Sporting Springfield - 2733 E Battlefield #151 Springfield, MO 65804 - Non Profit Organization; Youth Soccer Coach; since 1/1/2018; approximately 5 to 10 hours per month. JOSHUA WEMPLE, CPA; No; 616 N JERICO ST; NIXA; MO; 65714; ACCOUNTING SERVICES; CPA; 5/1/2019; 50; 50; PROVIDE TAX ADVICE, ACCOUNTING SERVICES AND BOOKKEEPING DBA; Basis Financial Group, LLC 2/1/2024 - Legal entity for financial advisor business activity. Rental Property, Start Date; 1/15/2008, Landlord over several residential rental property. Approx 5 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-27 |
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