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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-02-16 |
| MA | RA | APPROVED | 2010-11-30 |
Branch Locations
30 Braintree Hill Office Park Ste 106, Braintree, MA 02184 • United States
242 Wareham Road, Marion, MA 02738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services, Inc. | Plymouth | MA | 04/1981 | Present |
| Mutual/United Of Omaha | Kingston | MA | 04/1989 | Present |
Andrew Rodriguez, Insurance agent, life, health and annuities. 1981 through present. DBA; Sippican Wealth Strategies LLC. Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-12 |
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