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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-07-26 |
Branch Locations
4005 Electric Rd 3 Floor, Roanoke, VA 24018 • United States
4870 Sadler Road Ste 105, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Glen Allen | VA | 10/2015 | 05/2018 |
| Succourer Ministries | Moneta | VA | 09/2003 | Present |
| The Prudential Insurance Company Of America | Glen Allen | VA | 10/2015 | 05/2018 |
| Mutual Of Omaha Investor Services | Glen Allen | VA | 03/2019 | Present |
| Mutual Of Omaha Insurance Co | Roanoke | VA | 03/2019 | Present |
| Counting The Cost | Bedford | VA | 11/2015 | Present |
(1) Insurance Agent - Start Date 03/2019 - Non-investment Related - Insurance lines of business: 60 - Hours/per week during trading hours: 20. (2) The House Church, Inc. - 5149 Indian River Road, Virginia Beach, VA 23464 - Board Member of a Non-Profit 501c(3) - Non-investment Related - Member Board of Director- 11/2015 - 1 hrs/mo~0 trading hrs/mo. (3) Counting the Cost, LLC~3522 Feldspar Road Moneta, VA 24121~Teach the use of the software "QuickBooks" to Churches (paid). - Non-investment Related - Owner - 11/2015 - 40 hrs/mo - 0 trading hrs/mo (4) Succourer Ministries (Counting the Cost subsidiary) - 3522 Feldspar Road Moneta, VA 24121 - Teach the use of the software "QuickBooks" to Churches (volunteer work) - Non-investment Related - Owner - 09/2003 - 40 hrs/mo - 0 trading hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-05 |
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