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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-03-20 |
Branch Locations
871 W. King Street Suite B, Shippensburg, PA 17257 • United States
30 Braintree Hill Office Park Ste 106, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Harrisburg | PA | 03/2007 | Present |
| Protectship Llc | Shippensburg | PA | 01/2014 | Present |
WDL FINANCIAL, NOT INVESTMENT RELATED, 871 W King St, SHIPPENSBURG, PA, DBA FOR INSURANCE AGENT:HEALTH, LIFE, AND ANNUITIES, OWNER/ADVISOR, 4/2012, 30 HRS/MONTH, 10-20 HOURS/MONTH DURING SECURITIES TRADING HOURS, DEVELOPING RELATIONSHIPS IN MY LOCAL AREA FOR SALES OF INSURANCE PRODUCTS I AM LICENSED TO SELL. PROTECTSHIP LLC, NOT INVESTMENT RELATED, DBA TO SELL HEALTH INSURANCE PRODUCTS, PRESIDENT - PRIMARY DUTIES INVOLVE ADMINISTRATION AND TRAINING, 40-60 HOURS/MONTH, 20-30 HOURS/MONTH DURING SECURITIES TRADING HOURS. BOARD MEMBER OF SHIPPENSBURG BOROUGH PLANNING COMMISSION - VOLUNTEER POSITION -NOT INVESTMENT RELATED, 2-3 EVENING HOURS/MONTH. BOARD MEMBER OF GIDEONS INTERNATIONAL CUMBERLAND SOUTH CAMP - VOLUNTEER POSITION -NOT INVESTMENT RELATED, 1-2 EVENING HOURS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-05 |
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