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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services, Inc | Loveland | CO | 05/2019 | 09/2020 |
| Mutual Of Omaha Insurance Company | Loveland | CO | 05/2019 | 09/2020 |
| Patrick B Roche Baseball Facility | Greeley | CO | 05/2016 | 02/2019 |
| Mccook Public Schools | Mccook | NE | 01/2015 | 05/2016 |
| Greeley Gojos Baseball Club | Greeley | CO | 05/2017 | 03/2024 |
| Jpmorgan Chase Bank, N.A. | Denver | CO | 01/2021 | Present |
| J.P. Morgan Securities Llc | Denver | CO | 01/2021 | Present |
| University Of Northern Colorado | Greeley | CO | 08/2016 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-04 |
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