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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-03-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Omaha | NE | 05/2023 | Present |
| Mutual Of Omaha Investor Services | Omaha | NE | 05/2023 | Present |
| Creighton University | Omaha | NE | 08/2019 | 05/2023 |
| Oak Hills Country Club | Omaha | NE | 05/2019 | 08/2019 |
| Oscars Pizza And Wings Carry-Out | Omaha | NE | 05/2017 | 05/2019 |
| Unemployed | Omaha | NE | 10/2013 | 05/2017 |
Insurance Agent - Start Date: 05/30/2023- Non-investment Related - Insurance lines of business: Life and Health, Annuities, Long Term Care, Medicare/Medicaid- Hours/per week during trading hours: 40 DBA Name: Prosperity Wealth Partners, INC; Start Date: 05/2025 Paid Conference Speaker; Investment and Insurance Related; Located in Nashville, TN on March 9th, 2025; Duties will be presenting in front of a crowd of business owners, helping explain different ways to help protect their business and continue its growth through different strategies. These strategies include but are not limited to: life insurance, 401(k), business valuations, and disability insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-07 |
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