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Current Employers
Mutual Of Omaha Investor Services, Inc.

3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2019-10-07
  • SC RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2015 → 05/2017
    Union Presbyterian Seminary
    Richmond, VA
  • 04/2015 → 05/2017
    Slap Productions
    Chesterfield, VA
  • 09/2016 → 06/2017
    Second Presbyterian Church
    Richmond, VA
  • 07/2017 → 03/2018
    Starbucks
    Summerville, SC
  • 09/2017 → 02/2019
    Cane Bay Presbyterian Church
    Summerville, SC
  • 03/2018 → 03/2019
    Office Of The General Assembly-Pcusa
    Louisville, KY
  • 03/2019 → 06/2019
    Robert Half
    Summerville, SC
  • 06/2019 → 08/2019
    The Grill At Windmill Station
    Summerville, SC
  • 07/2019 → Present
    Mutual Of Omaha Investor Services
    Charleston, SC
  • 07/2019 → Present
    Mutual Of Omaha Insurance Company
    Charleston, SC
  • 05/2019 → Present
    Meister Integrated Composites
    Summerville, SC
  • 05/2021 → 12/2021
    Ignite Creative
    Seattle, WA
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-03-27
S65 Uniform Investment Adviser Law Examination 2019-10-07
  • S63 Uniform Securities Agent State Law Examination
    2021-03-27
  • S65 Uniform Investment Adviser Law Examination
    2019-10-07
Other Names
  • Rebecca Anne Cummings

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