Best Investors
Account
Sign in
Best Investors
Account
Sign in
3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-03-29 |
Branch Locations
10432 Balls Ford Rd Suite 300, Manassas, VA 20109 • United States
4870 Sadler Road Ste 105, Glen Allen, VA 23060 • United States
Warrenton, VA • 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 Investor Services, Inc. | Fairfax | VA | 10/1998 | 09/2023 |
| Mutual/United Of Omaha Ins. Co. | Manassas | VA | 10/1997 | Present |
| Mutual Of Omaha Investor Services, Inc. | Fairfax | VA | 09/2023 | Present |
| Mutual Of Omaha Investor Services, Inc. | Fairfax | VA | 09/2023 | Present |
INSURANCE AGENT - STARTING 6/1995 - NON INVESTMENT RELATED - INSURANCE LINES ARE INDIVIDUAL AND GROUP LIFE, ANNUITIES AND HEALTH - HOURS SPENT PER WEEK DURING TRADING HOURS 1 TO 2. Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-08 |
Reach out to this advisor