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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-20 |
Branch Locations
3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Phoenix | AZ | 03/2025 | Present |
| Mutual Of Omaha Insurance Company | Phoenix | AZ | 02/2025 | Present |
| Globe Life | Tempe | AZ | 11/2024 | 01/2025 |
| Parker And Sons | Phoenix | AZ | 05/2023 | 11/2024 |
| Mirabella | Tempe | AZ | 02/2023 | 05/2023 |
| Unemployed | Phoenix | AZ | 07/2022 | 01/2023 |
| Carvana | Tempe | AZ | 09/2021 | 07/2022 |
| Starbucks | Cave Creek | AZ | 08/2018 | 02/2021 |
| Unemployed | Phoenix | AZ | 03/2021 | 08/2021 |
| Westin Kierland | Scottsdale | AZ | 02/2018 | 08/2018 |
| Oakland Marriott City Center And Convention | Oakland | CA | 11/2016 | 02/2018 |
| Jw Camelback Inn Resort And Spa | Paradise Valley | AZ | 09/2012 | 11/2016 |
Insurance Agent - Start Date: 02/2025 - Non-investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during trading hours: 40 Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-26 |
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