Best Investors
Account
Sign in
Best Investors
Account
Sign in
3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-08 |
Branch Locations
122 W John Carpenter Freeway Suite 100, Irving, TX 75039 • 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 Investor Services | Irving | TX | 08/2018 | Present |
| Mutual Of Omaha Insurance Company | Irving | TX | 04/2016 | Present |
Insurance Agent - Start Date: 04/2015 - Non-investment Related - Insurance lines of business: Health/Life, such as Disability Insurance, Long term care insurance, critical illness, Medicare supplement, Medicare Advantage, group health plan, short term medical, annuity - Hours/per week during trading hours- 40 Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these service. Founder of WF Prime Wealth Strategist LLC - DBA/Marketing Name Co-Founder of Bold Bowl LLC - Not Investment related, 209 W Hickory St, Ste 104 Denton, TX 7620, pop up food vendor, Start date June 2026, average 4-6 hours monthly, 0 hours weekly during trading, Overall management responsibilities for the establishment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-13 |
Reach out to this advisor