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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-10 |
Branch Locations
30 Braintree Hill Office Park Ste 106, Braintree, MA 02184 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Urbandale | IA | 09/2014 | 11/2018 |
| Oneamerica Securities | Urbandale | IA | 04/2015 | 01/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 09/2017 | 08/2019 |
| New York Life Insurance Co | Waltham | MA | 11/2020 | 08/2022 |
| Nylife Securities Llc | Waltham | MA | 07/2021 | 08/2022 |
| Proadvisor Coach | Brimfield | MA | 08/2019 | 11/2020 |
| Eagle Strategies Llc | Waltham | MA | 08/2021 | 08/2022 |
| Mutual Of Omaha Investor Services | Braintree | MA | 10/2022 | Present |
| Mutual Of Omaha Insurance Company | Braintree | MA | 09/2022 | Present |
Insurance Agent - start date: 09/2022-Non-investment Related- Insurance lines of business- Life, Accident, Health, Annuities- Hours/per week during trading hours: 40
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-03 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-23 |
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