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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-11 |
| IA | RA | APPROVED | 2026-03-19 |
Branch Locations
30 Braintree Hill Office Park Ste 106, Braintree, MA 02184 • United States
1820 Nw 118Th St Ste 210, Clive, IA 50325 • 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 Investor Services | Clive | IA | 02/2025 | Present |
| Mutual Of Omaha Insurance Company | Clive | IA | 09/2024 | Present |
| Iowa State University | Ames | IA | 01/2022 | 07/2024 |
| Coe College | Cedar Rapids | IA | 09/2020 | 01/2022 |
| Indianola High School | Indianola | IA | 09/2016 | 06/2020 |
| Indianola Little League | Indianola | IA | 05/2014 | 08/2020 |
| Mutual Of Omaha Investor Services | Braintree | MA | 03/2026 | Present |
Insurance Agent - Start Date: 09/2024 - Non-investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during trading hours: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-15 |
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