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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-06-08 |
Branch Locations
4870 Sadler Road Ste 105, Glen Allen, VA 23060 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Charlottesville | VA | 12/2022 | Present |
| Mutual Of Omaha Investor Services | Charlottesville | VA | 02/2023 | Present |
| Assurance Iq Llc | Seattle | WA | 05/2022 | 12/2022 |
| United Laboratories Inc | St Charles | IL | 09/2021 | 05/2022 |
| Aaa Club Alliance Inc | Wilmington | DE | 03/2011 | 09/2021 |
Insurance Agent - Start Date: 07/2021 - Non-investment Related -670 Marksville Road, Stanley VA 22851- Insurance lines of business: Life/Health/Annuity - Hours/per week during trading hours: 30-Life, Health, and annuity product sales and service Vestry Member - Start date 01/26/2025 - Christ Episcopal Church, Luray VA. Three-year term. Voting member of the Church leadership on general operational issues and ministry. Approximate time commitment is 8 hours per month including one vestry meeting during non-business hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-20 |
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