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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-11 |
Branch Locations
3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • 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 |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Phoenix | AZ | 09/2023 | Present |
| Get Me Healthcare - Tobias & Associates | Scottsdale | AZ | 06/2023 | 09/2023 |
| Compassion Way | Phoenix | AZ | 11/2021 | 06/2023 |
| Mutual Of Omaha Investor Services | Phoenix | AZ | 03/2024 | Present |
| Aptive | Provo | UT | 12/2015 | 11/2021 |
| United States Army | Camp Navajo | AZ | 01/2023 | Present |
Insurance Agent - Start Date: 12/2020 - Non-investment Related - Insurance lines of business: LIfe, Health, Annuities, Accident & Sickness - Hours/per week during trading hours: 25 United States Army - Start Date 11/22 - Non-investment Related - 1 Hughes Ave, Bellemont, AZ 86015 - Military - PFC-Enlisted Soldier -Combat Engineer- Hours/per month:16
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-22 |
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