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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-06-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Omaha | NE | 10/2012 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 02/2018 | 08/2022 |
| Jp Morgan Chase Bank, N.A. | Omaha | NE | 08/2022 | 02/2023 |
| Jp Morgan Securities, Llc | Omaha | NE | 08/2022 | 02/2023 |
| Pacific Life Insurance Company | Omaha | NE | 02/2023 | 09/2024 |
| New York Life Insurance Company | Elkhorn | NE | 09/2024 | 04/2025 |
| Nylife Securities Llc | Elkhorn | NE | 09/2024 | 04/2025 |
| Mutual Of Omaha | Omaha | NE | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
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