Best Investors Account Sign in
Current Employers
Mutual Of Omaha Investor Services, Inc.

3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-22
  • TX RA
    APPROVED
    Since 2024-10-22

Branch Locations

Orange Grove, TX • United States

3555 S Culpepper Cir Ste 100, Springfield, MO 65804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Of Omaha Investor Services Corpus Christi TX 05/2024 Present
Mutual Of Omaha Insurance Company Corpus Christi TX 06/2023 Present
Music & Arts Corpus Christi TX 03/2021 05/2023
Wholly Cow Farm & Ranch Robstown TX 01/2021 02/2021
Unemployed Robstown TX 09/2020 12/2021
Landshark Fitness Corpus Christi TX 03/2020 09/2020
Unemployed Robstown TX 09/2019 02/2020
Mesquite Isd Mesquite TX 08/2018 08/2019
Unemployed Robstown TX 06/2018 07/2018
Texas Christian University Fort Worth TX 08/2016 05/2018
Cotton Patch Cafe North Richland Hills TX 06/2017 07/2017
  • 05/2024 → Present
    Mutual Of Omaha Investor Services
    Corpus Christi, TX
  • 06/2023 → Present
    Mutual Of Omaha Insurance Company
    Corpus Christi, TX
  • 03/2021 → 05/2023
    Music & Arts
    Corpus Christi, TX
  • 01/2021 → 02/2021
    Wholly Cow Farm & Ranch
    Robstown, TX
  • 09/2020 → 12/2021
    Unemployed
    Robstown, TX
  • 03/2020 → 09/2020
    Landshark Fitness
    Corpus Christi, TX
  • 09/2019 → 02/2020
    Unemployed
    Robstown, TX
  • 08/2018 → 08/2019
    Mesquite Isd
    Mesquite, TX
  • 06/2018 → 07/2018
    Unemployed
    Robstown, TX
  • 08/2016 → 05/2018
    Texas Christian University
    Fort Worth, TX
  • 06/2017 → 07/2017
    Cotton Patch Cafe
    North Richland Hills, TX
Other Businesses

Insurance Agent - Start Date: 06/2023 - Non-investment Related - Insurance lines of business: Life, Health, Annuity, Disability, Critical Illness, Fixed Annuity, Long-Term Care - Hours/per week during trading hours: 40 Universal Nutrition dba Animal (Animal Pak) - Start Date: 08/2026 - Non-investment Related - 3 Terminal Road, New Brunswick, NJ 08901 - Nature of Business: Sports nutrition and dietary supplement company - Position/Relationship: Brand Ambassador / Social Media Affiliate - Approx. 4 hours per month - 0 hours during securities trading hours - Duties: Create and publish social media content promoting Animal Pak products, share a personalized discount/affiliate code, and receive potential commissions and/or ambassador benefits based on qualifying activity or sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-22
S63 Uniform Securities Agent State Law Examination 2024-09-12
  • S65 Uniform Investment Adviser Law Examination
    2024-10-22
  • S63 Uniform Securities Agent State Law Examination
    2024-09-12

View on SEC IAPD

More in Orange Grove, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor