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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-02-13 |
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 |
|---|---|---|---|---|
| Break Thru Beverage | Roanoke | VA | 05/2009 | Present |
| Mutual Of Omaha | Roanoke | VA | 12/2009 | Present |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 04/2011 | Present |
Insurance Agent; Start Date: 12/2009; Non-Investment related; Insurance Lines of Business: Life, Health, and Annuity; Approximately 25 hours per week. Landlord; Start Date: 06/2010; Non-Investment related; Duties and Responsibilities: (Collect rent, fix problems with unit); Approximately 1 hours per week. Real Estate Agent; Weichert Realtors Bridges & Company; Start Date: 05/2018; Non-Investment related; Duties and Responsibilities: (show clients houses to buy, sell clients houses ); Approximately 5 hours per week. Owner/Manager; Brock's Custom Builders LLC; Start Date: 08/2023; Non-Investment related; Duties and Responsibilities: manage home remodeling projects. Approximately 2 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-03 |
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