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Current Employers
Mutual Of Omaha Investor Services, Inc.

3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-03-28
  • TX RA
    APPROVED
    Since 2017-03-28

Branch Locations

1737 Briarcrest Dr. Suite 22, Bryan, TX 77802 • United States

3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Of Omaha Investor Services, Inc. Lubbock TX 06/1970 Present
Mutual/United Of Omaha Insurance Company Bryan TX 06/1970 Present
Other Businesses

INSURANCE AGENT, LINES OF BUSINESS INCLUDING HEALTH, GROUP AND INDIVIDUAL, LIFE, DISABILITY, DENTAL, VISION, MEDICARE SUPPLEMENTS, PART D, MEDICARE ADVANTAGE, Fixed Annuity. JOINED BNI, A REFERRAL ORGANIZATION. I AM THE INSURANCE PROFESSIONAL ONLY. THE LOCAL GROUP ALREADY HAS AN INVESTMENT PROFESSIONAL. MEET EVERY TUESDAY FOR 1 I/2 HOURS AND NETWORK WITH DIFFERENT SMALL BUSINESS OWNERS AND ASK FOR OR GIVE REFERRALS. USE DUDLEY VICKERS INSURANCE ON ONE OF MY CHECKING ACCOUNTS TO SET UP GROUP INSURANCE AND PAY BILLS RELATED TO MY INSURANCE ACTIVITIES,

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-27
S63 Uniform Securities Agent State Law Examination 1994-08-23
  • S65 Uniform Investment Adviser Law Examination
    2017-03-27
  • S63 Uniform Securities Agent State Law Examination
    1994-08-23

View on SEC IAPD

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