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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-10-30 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
5700 Corporate Drive Suite 485, Pittsburgh, PA 15237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services, Inc. | Pittsburgh | PA | 10/1991 | 03/2018 |
| Mutual United Of Omaha Ins. Co. | Pittsburgh | PA | 11/1991 | 03/2018 |
| Sequent Planning Llc | Oak Brook | IL | 10/2019 | Present |
| Futurity First Insurance Group | Pittsburgh | PA | 03/2018 | Present |
1) Insurance Agent - 3/2018 to Present. Investment-related. Duties include offering insurance products and services to clients and prospects. 5700 Corporate Drive Suite 485, Pittsburgh PA, 15237. 20 % of time spent on this activity all during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-11 |
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