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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-01 |
Branch Locations
9800 Richmond Ave Ste 140, Houston, TX 77042 • United States
3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Houston | TX | 01/2009 | Present |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 02/2013 | Present |
INSURANCE AGENT - START 7/2006, LIFE INSURANCE, LONG TERM CARE, DISABILITY INCOME INSURANCE, ANNUITIES, HEALTH INSURANCE, PRESCRIPTION DRUG PLANS, ACCIDENTAL DEATH INSURANCE, DENTAL INSURANCE. Raising beef cattle - start 8/2018. Mineral rights - start 12/2021, will have part interest in family partnership from the oil and gas production. 07/01/2023 Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-21 |
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