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Advisor at MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Omaha, NE | OMAHA, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | Independent wealth | Jun 20, 2025 | n/a | yes | Omaha, NE|OMAHA, NE | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Sep 14, 2022 | Jan 22, 2023 | no | Omaha, NE | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 9, 2018 | Aug 25, 2022 | no | OMAHA, NE|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | MUTUAL OF OMAHA INVESTOR SERVICES, INC. | Jan 22, 2023 | Jun 20, 2025 | 880 | Firm change after gap | Wirehouse to RIA |
| WELLS FARGO ADVISORS | J.P. MORGAN SECURITIES LLC | Aug 25, 2022 | Sep 14, 2022 | 20 | Firm change | Wirehouse to wirehouse |