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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2015-01-22 |
| WA | RA | APPROVED | 2014-04-24 |
Branch Locations
505 N Argonne Rd Ste A-205, Spokane Valley, WA 99212 • United States
1810 E Schneidmiller Ave Suite 241, Post Falls, ID 83854 • United States
Spokane Valley, WA • United States
3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • 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 | Spokane Valley | WA | 07/2002 | Present |
SPELLMAN INSURANCE AGENCY, OWNER, 1/1/08, 100+ HRS/MO. ALL INSURANCE COMMISSIONS ARE RUN THROUGH MY BUSINESS. NO INVESTMENT RELATED BUSINESS WILL BE INVOLVED. Appointed to sell life, health, and anuitites - 2002 - present
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-27 |
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