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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-24 |
Branch Locations
600 Grant Street Ste 304, Denver, CO 80203 • United States
17117 Burt Street Suite 300, Omaha, NE 68118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Omaha | NE | 07/2013 | 04/2026 |
| Nylife Securities Llc | Omaha | NE | 11/2014 | 04/2026 |
| Lasting Legacy Collaborative | Ashland | NE | 12/2017 | 09/2020 |
| Neca - National Electrical Contractor Association | Omaha | NE | 03/2025 | 04/2026 |
| Oxbow Life Strategies, Llc | Yutan | NE | 04/2025 | 04/2026 |
| Mutual Of Omaha Investor Services | Omaha | NE | 04/2026 | Present |
| Mutual Of Omaha Insurance Company | Omaha | NE | 04/2026 | Present |
Insurance Agent – Start Date: 04/2026 – Non-investment Related – Insurance lines of business: Life/Health – Hours/per week during trading hours: 05
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-30 |
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