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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-01-21 |
Branch Locations
600 Grant Street Ste 304, Denver, CO 80203 • United States
Norcross, GA • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Atlanta | GA | 04/2019 | Present |
| Mutual Of Omaha Insurance Company | Atlanta | GA | 12/2017 | Present |
| Community Loans Of America | Atlanta | GA | 05/2016 | 11/2017 |
Insurance Agent - Start Date: 12/2017 - Non-investment Related - Insurance lines of business: Life, Health, and Annuities - Hours/per week during trading hours: 40 Accountant - Start Date: 06/2024 - Non-investment Related - Hours/per week:20 Executive Loop Financial Services, LLC - 03/2026 - Non-investment Related - Owner 40 hours per week.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-05 |
| S65 | Uniform Investment Adviser Law Examination | 2020-01-17 |
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