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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2019-10-07 |
Branch Locations
600 Grant Street Ste 304, Denver, CO 80203 • United States
250 Berryhill Rd Ste 101, Columbia, SC 29210-6469 • United States
Summerville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Presbyterian Seminary | Richmond | VA | 08/2015 | 05/2017 |
| Slap Productions | Chesterfield | VA | 04/2015 | 05/2017 |
| Second Presbyterian Church | Richmond | VA | 09/2016 | 06/2017 |
| Starbucks | Summerville | SC | 07/2017 | 03/2018 |
| Cane Bay Presbyterian Church | Summerville | SC | 09/2017 | 02/2019 |
| Office Of The General Assembly-Pcusa | Louisville | KY | 03/2018 | 03/2019 |
| Robert Half | Summerville | SC | 03/2019 | 06/2019 |
| The Grill At Windmill Station | Summerville | SC | 06/2019 | 08/2019 |
| Mutual Of Omaha Investor Services | Charleston | SC | 07/2019 | Present |
| Mutual Of Omaha Insurance Company | Charleston | SC | 07/2019 | Present |
| Meister Integrated Composites | Summerville | SC | 05/2019 | Present |
| Ignite Creative | Seattle | WA | 05/2021 | 12/2021 |
Insurance Agent - Start Date: 07/2019 - Non-investment Related - Insurance lines of business: life, accident, annuities and health - Hours/per week during trading hours: 30. The Meister Agency, LLC - CEO, Insurance Agency, January 2021 - Present. Meister Integrated Composites, LLC - Administrative. May 2019 - Present. Light industrial industry equipment building. Handles paperwork and some basic administrative duties - non investment related. 07/01/2023 Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2019-10-07 |
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