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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
GA RA APPROVED 2019-09-23
  • GA RA
    APPROVED
    Since 2019-09-23

Branch Locations

600 Grant Street Ste 304, Denver, CO 80203 • United States

Jasper, GA • 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
Pika Technologies Ottawa 08/2012 06/2017
Smart Solutions Salt Lake City UT 06/2013 04/2017
U. S. Health Advisors Norcross GA 03/2018 Present
Mutual Of Omaha Insurance Company Atlanta GA 04/2019 Present
Mutual Of Omaha Investor Services Atlanta GA 04/2019 Present
Unemployed Canton GA 07/2017 02/2018
  • 08/2012 → 06/2017
    Pika Technologies
    Ottawa
  • 06/2013 → 04/2017
    Smart Solutions
    Salt Lake City, UT
  • 03/2018 → Present
    U. S. Health Advisors
    Norcross, GA
  • 04/2019 → Present
    Mutual Of Omaha Insurance Company
    Atlanta, GA
  • 04/2019 → Present
    Mutual Of Omaha Investor Services
    Atlanta, GA
  • 07/2017 → 02/2018
    Unemployed
    Canton, GA
Other Businesses

Owner of Health Insurance Agency - Affordable Health Insurance Club LLC - January 2022 to present - Not investment related - House per week 30 "Insurance Agent Mutual of Omaha 301 Perimeter Center N Suite 250 Atlanta, GA 30346 - Start Date: 04/2019 - Non-investment Related - Insurance lines of business: Life/Health/LTC/Disability - Hours/per week during trading hours: 25, Hours/month = 110 Health Insurance Agent New Era - 539 Myatt Dr. Madison, TN 37115, Start Date 01/2019 - Non Investment Related - Health Insurance - Hours/Week during trading hours = 5, Hours/Month - 20 Property Manager - 984 Loving Rd. Morganton, GA 30560, Start Date 01/2019 - Non Investment Related - Airbnb Campsite Rental - Hours/Week during trading hours = .25, Hours/Month - 1. 12/2023 Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-19
  • S65 Uniform Investment Adviser Law Examination
    2019-09-19
Other Names
  • Cheryl Farmer

View on SEC IAPD

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