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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-08-31 |
Branch Locations
4870 Sadler Road Ste 105, Glen Allen, VA 23060 • United States
9711 Washingtonian Boulevard Ste 350, Gaithersburg, MD 20878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Glen Allen | VA | 07/2019 | Present |
| Mutual Of Omaha Insurance Company | Glen Allen | VA | 07/2019 | Present |
| Living Elegance | Germantown | MD | 06/2016 | Present |
(1) Insurance Agent, Start Date: 07/2019, Non-investment Related, Insurance lines of business: Life, Health, Accident; Hours/per week during trading hours: 40. (2) Paul Pourreza, Not Investment related, 13206 Trimfield LN, Germantown MD 20874 Online Retail, Owner, Since Sept 1. 2021, 10 hours monthly, 0 hours weekly during trading, Overall management responsibilities for the establishment. Hours monthly in total: 10, oversee product design and sales volume
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-31 |
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