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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-28 |
Branch Locations
122 W John Carpenter Freeway Suite 100, Irving, TX 75039 • United States
3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • United States
Rockwall, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Irving | TX | 04/2019 | Present |
| Mutual Of Omaha Insurance Company | Irving | TX | 04/2019 | Present |
| Gm Financial | Fort Worth | TX | 01/2018 | 04/2019 |
| Student | Orlando | FL | 05/2015 | 12/2017 |
Insurance Agent - Start Date: 04/2019 - Non-investment Related - Insurance lines of business: Life and Health and Annuity - Hours/per week during trading hours: 40 Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these activities. Start date 02/01/2024. Apex Advisors, LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-02-14 |
| S65 | Uniform Investment Adviser Law Examination | 2019-05-28 |
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