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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-12-07 |
Branch Locations
4005 Electric Rd 3 Floor, Roanoke, VA 24018 • United States
4870 Sadler Road Ste 105, Glen Allen, VA 23060 • United States
Bent Mountain, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Roanoke | VA | 05/2017 | Present |
| Mutual Of Omaha Insurance Company | Roanoke | VA | 01/2017 | Present |
| Horace Mann | Radford | VA | 05/2016 | 01/2017 |
(1) Insurance Agent - Start Date: 01/2017 - Non-investment Related - Insurance lines of business: Life/Health, Annuities, Disability - Hours/per week during trading hours: 40 (2)Rentals - Start Date 2025 - Real Estate Rental Income - Multiple rentals
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-22 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-07 |
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