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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-12-06 |
Branch Locations
7501 N. University St. Suite 228, Peoria, IL 61614 • United States
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
2 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 |
|---|---|---|---|---|
| New York Life Insurance Company | Downers Grove | IL | 09/2008 | 05/2019 |
| Nylife Securities Llc | Downers Grove | IL | 09/2010 | 05/2019 |
| Mutual Of Omaha Investor Services | Bloomington | IL | 06/2019 | Present |
| Mutual Of Omaha Insurance Company | Bloomington | IL | 05/2019 | Present |
Insurance Agent - Start Date: 05/2019 - Non-investment Related - Insurance lines of business: Life, Health, and Annuity - Hours/per week during trading hours: 40
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-19 |
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