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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-12 |
Branch Locations
122 W John Carpenter Freeway Suite 100, Irving, TX 75039 • United States
Midlothian, TX • United States
Mutual Of Omaha Plaza, Omaha, NE 68175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Addison | TX | 08/2011 | 05/2022 |
| Principal Life Insurance Company | Cedar Hill | TX | 03/2012 | 10/2021 |
| Acumen Financial Group | Addison | TX | 03/2018 | 05/2022 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 05/2022 | 01/2026 |
| Penn Mutual Life Insurance Company | Horsham | PA | 01/2022 | Present |
| Mutual Of Omaha | Omaha | NE | 01/2026 | Present |
INSURANCE AGENT | Start Date: MM/YY | Non-Investment Related | Insurance Lines of Business: Life, Health & Annuities | About 40 hours per week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-16 |
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