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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-30 |
Branch Locations
871 W. King Street Suite B, Shippensburg, PA 17257 • United States
Harrisburg, PA • United States
30 Braintree Hill Office Park Ste 106, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Harrisburg | PA | 02/2015 | Present |
| Mutual Of Omaha Investor Services | Harrisburg | PA | 01/2022 | Present |
Insurance Agent - Start Date: 02/2015 - Non-investment Related - Insurance lines of business: Life/Health and Annuities - Hours/per week during trading hours: 40 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 when a customer indicates a potential need for these services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-16 |
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