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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-20 |
| CA | RA | APPROVED | 2005-08-10 |
Branch Locations
10880 Wilshire Boulevard Suite 2222, Los Angeles, CA 90024 • United States
1 Park Plaza Ste 720, Irvine, CA 92614 • United States
3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • 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 |
|---|---|---|---|---|
| Santa Monica College | Santa Monica | CA | 09/1998 | Present |
| Mutual/United Of Omaha | Los Angeles | CA | 10/2002 | Present |
Life Insurance Long Term Care Health Insurance Disability Critical Illness Fixed Annuities Medicare Supplements, Rental Income, Owner: Synergy Wealth Management Inc; DBA: The Mohri Group Wealth Strategies Rosengarden Florist -Owner of family floral business. Tarzana, CA, 91356 Not involved in the day to day activities. non-investment related 0 hours during trading hours- 7/19/20 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-12 |
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