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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2010-01-05 |
Branch Locations
265 Turkeysag Trail Suite 114-B, Palmyra, VA 22963 • 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 |
|---|---|---|---|---|
| Mutual United Of Omaha Ins. Co. | Roanoke | VA | 12/1996 | Present |
| Mutual Of Omaha Investor Services, Inc. | Roanoke | VA | 12/1996 | Present |
Insurance Agent; Start Date: 12/1995; Non-Investment Related; Insurance Lines: Health, Life, and Annuities, LTC, Medicare Supplements, Dental. Sole Proprietor; Bruce Arnold Sales & Marketing Consulting; Non-Investment Related; Address: 11 Albano Court, Palmyra, VA 22963; Reviewing Sales and Marketing processes for business and provide feedback; Approximately 2-4 hours per month during trading hours; DBA Name Bruce Arnold & Associates. Moving Agent. Non Investment related. Part time as needed 5-20 hours per month, none expected during trading hours. Helping people move furniture. Steve Dement IV, 4206 Holly Dr. Barboursville, VA 22923. Rental Property - 130 S Pike St. Vernon IN 47282 - start date April 2017 Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1 hour per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services. Sitting on Massanutten Military Academy Alumni Association: not investment related. Less than 1 hour per week. Assist school with Alumni engagement. No compensation for this position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-21 |
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