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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-03-22 |
Branch Locations
122 W John Carpenter Freeway Suite 100, Irving, TX 75039 • United States
Frisco, TX • 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 |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 12/2014 | 03/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 12/2014 | 03/2018 |
| Mutual Of Omaha Insurance Company | Irving | TX | 03/2018 | Present |
| Mutual Of Omaha Investor Services | Irving | TX | 03/2018 | Present |
(1)Actor with Linda McAlister Talent (with this agent since 1996, I am active about 5 hours a month in commercial and tv auditions and shoots) Neither of these businesses are investment related (2)Insurance Agent - Start Date: 03/2018 - Non-investment Related - Insurance lines of business: Life, Health, Annuity - Hours/per week during trading hours: 40. (3)Bazan Financial Group. Corporation started for future employees and for accounting purposes going forward. (4)Secondary Teacher, Plano ISD, 40 hours per week, 8/1/2025 (5) Amazon KDP Author (5-10 hours of week writing new material and editing current book, marketing, etc) 1/28/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-30 |
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