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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-11 |
| CA | RA | APPROVED | 2025-08-08 |
Branch Locations
1676 N California Blvd Ste 430, Walnut Creek, CA 94596 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Irving | TX | 07/2015 | 07/2025 |
| Mutual Of Omaha Investor Services, Inc. | Irving | TX | 06/2016 | 07/2025 |
| Massmutual Life Insurance Co | Walnut Creek | CA | 08/2025 | Present |
| Mml Investors Services, Llc | Walnut Creek | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-01 |
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