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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-12-03 |
Branch Locations
4870 Sadler Road Ste 105, Glen Allen, VA 23060 • United States
Prince George, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Prince George | VA | 08/2015 | 11/2019 |
| Mutual Of Omaha Investor Services, Inc. | Glen Allen | VA | 11/2019 | Present |
| Mutual Of Omaha Insurance Company | Glen Allen | VA | 11/2019 | Present |
Insurance Agent - Start Date: 11/2019 - Non-investment Related - Insurance lines of business: Life, Health and Annuities - Hours/per week during trading hours: 40 1) JFW CAPITAL, LLC. 4225 CEDAR CREEK LANE PRINCE GEORGE, VA 23875 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS DISABILITY INSURANCE, INDEXED ANNUITIES, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE. Also, providing education workshops for federal employees. START DATE: 01/2018 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-04 |
| S65 | Uniform Investment Adviser Law Examination | 2000-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-06 |
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