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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • United States
7600-B North Capital Of Texas Highway Ste 110, Austin, TX 78731 • United States
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 |
|---|---|---|---|---|
| First Command Brokerage Services, Inc | Fort Worth | TX | 09/2023 | 11/2024 |
| Uni Uni Logistics | Austin | TX | 01/2024 | 04/2024 |
| Door Dash | Austin | TX | 10/2023 | 01/2024 |
| Dabella | Austin | TX | 01/2023 | 06/2023 |
| Spectrum | Killeen | TX | 03/2019 | 06/2022 |
| Usps | Killeen | TX | 01/2015 | 02/2018 |
| Umemployed/ School | Killeen | TX | 06/2023 | 10/2023 |
| Unemployed | Killeen | TX | 06/2022 | 01/2023 |
| Unemployed/School | Killeen | TX | 02/2018 | 03/2019 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 11/2024 | 11/2024 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 11/2024 | 11/2024 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 11/2024 | 11/2024 |
| Mutual Of Omaha Investor Services | Austin | TX | 06/2025 | Present |
| Mutual Of Omaha Insurance Company | Austin | TX | 06/2025 | Present |
| N/A | Georgetown | TX | 11/2024 | 06/2025 |
Insurance Agent - Start Date: 06/2025 - Non-investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during trading hours: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-05 |
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