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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2007-01-23 |
Branch Locations
10880 Wilshire Boulevard Suite 2222, Los Angeles, CA 90024 • United States
Camarillo, CA • United States
3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • 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 |
|---|---|---|---|---|
| Mutual/United Of Omaha Insurance Company | Burbank | CA | 03/1992 | Present |
| Mutual Of Omaha Investor Services, Inc. | Los Angeles | CA | 03/1992 | Present |
Insurance Agent- Start Date: 4/12/1984- Non-Investment Related- Insurance lines of business: Life, Health, Annuities, Group, Property and Casualty, DBA- Eagles Club- 11/1/2005 Rental Income from Sherman Oaks CA Property. Non-Investment Related. 4242 Stansbury Ave. Sherman Oaks, CA. 91423.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-22 |
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