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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-06-16 |
Branch Locations
30 Braintree Hill Office Park Ste 106, Braintree, MA 02184 • United States
Bath, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Bethlehem | PA | 10/2010 | Present |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 08/2011 | Present |
2/10/2023 -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. Insurance Agent, Since 10/2010, Non-Investment Related, Insurance lines of business: Health, Life & Annuities, Hours/per week during trading hours: approx. 30.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-02 |
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