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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-09-29 |
Branch Locations
10880 Wilshire Boulevard Suite 2222, Los Angeles, CA 90024 • United States
Tarzana, CA • United States
3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual/United Of Omaha Insurance Company | Los Angeles | CA | 10/1997 | Present |
| Mutual Of Omaha Investor Services, Inc. | La | CA | 10/1997 | Present |
1) Insurance Agent Start Date: 10/1997 Non-investment Related Insurance lines of business: Life Insurance, Health Insurance, Fixed Annuities, Equity Indexed Annuities, Long Term Care Insurance, Disability Insurance, Medicare Supplement Hours/per week during trading hours: 35-40 2) BYTULIPZ LLC- Start Date: 07/2020- Non-investment Related- Owned jointly with my spouse-only members for the community property state resident CA Line of business: Ecommerce-Selling home goods Hours/per week during trading hours: 0 3) 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-10 |
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