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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-24 |
Branch Locations
4870 Sadler Road Ste 105, Glen Allen, VA 23060 • 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 | 12/2025 | Present |
| Mutual Of Omaha Insurance Company | Glen Allen | VA | 11/2025 | Present |
| Unemployed | Richmond | VA | 04/2025 | 11/2025 |
| James River Home Health And Hospice | Richmond | VA | 11/2024 | 04/2025 |
| Mckesson | Richmond | VA | 01/2022 | 10/2024 |
| Unemployed | Richmond | VA | 10/2021 | 12/2021 |
| Capital One | Richmond | VA | 01/2021 | 10/2021 |
| Guilford County | Greensboro | NC | 10/2020 | 12/2020 |
| Honda Aircraft Company | Greensboro | NC | 04/2018 | 10/2020 |
| Unemployed | Atlanta | GA | 02/2018 | 04/2018 |
| Ernst & Young Llp | Atlanta | GA | 07/2017 | 02/2018 |
| Pricewaterhouse Coopers Llp | Mclean | VA | 01/2016 | 07/2017 |
Insurance Agent - Start Date: 11/2025 - Non-investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during trading hours: 40 Member of Board of Directors, Richmond Country Club - Start date 01/2025 - Non-investment related - 4 hours per month Chapter Adviser, Phi Delta Theta fraternity, South Carolina Gamma chapter - start date 09/2015 - Non-investment related - 2 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-04 |
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