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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-07-24 |
| NE | RA | APPROVED | 2018-01-11 |
Branch Locations
3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Business Consultant | Stillwell | KS | 02/2014 | 12/2017 |
| Ozark Charters | Sunrise Beach | MO | 05/2014 | Present |
| Ameritas Investment Corp | Lincoln | NE | 08/2015 | 05/2017 |
| Ameritas Life Insurance Corp | Lincoln | NE | 04/2015 | 12/2017 |
| Creative One | Leawood | KS | 09/2015 | 12/2017 |
| Tax Favored Benefits | Overland Park | KS | 08/2015 | 11/2017 |
| Foundational Financial Partners, Llc | Overland Park | KS | 05/2016 | 11/2017 |
| Mutual Of Omaha | Omaha | NE | 01/2018 | 07/2019 |
| Mutual Of Omaha | Pheonix | AZ | 07/2019 | Present |
Insurance Agent - Start Date: 07/2019- Non-investment Related - Insurance lines of business: Life, Health & Annuity - Hours/per week during trading hours: 10 Treasurer or Sunrise Condo Community in Scottsdale. Do not handle any money for the organization, just review the budget for approval by the board. 2/1/2023-Present 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 services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-10 |
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