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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-01-24 |
Branch Locations
Mutual Of Omaha Plaza, Omaha, NE 68175 • United States
250 Berryhill Rd Ste 101, Columbia, SC 29210-6469 • United States
Columbia, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florence Fences And Ironworks | Florence | SC | 05/2015 | 02/2017 |
| Scurry And Sons Construction | Florence | SC | 03/2017 | 01/2018 |
| Trc Staffing | Columbia | SC | 02/2018 | 06/2019 |
| Mutual Of Omaha Advisors- Columbia Office | Columbia | SC | 07/2019 | Present |
| Mutual Of Omaha Advisors- Columbia Office | Columbia | SC | 07/2019 | Present |
Insurance Agent - Start Date: 07/2019 - Non-investment Related - Insurance lines of business: Life, Health, Annuitiesn, and Major Medical Occasionally recieve referal comp- Hours/per week during trading hours: 40 The Perserva Group- Start Date: 11/21- for tax and marketing purposes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2020-01-24 |
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