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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-20 |
Branch Locations
30 Braintree Hill Office Park Ste 106, Braintree, MA 02184 • United States
York, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Dover | PA | 02/2013 | Present |
| Amz Manufacturing | York | PA | 04/2020 | 06/2022 |
| Mutual Of Omaha Investor Services | Dover | PA | 01/2024 | Present |
Insurance Agent - Start Date: 09/2012 - Non-investment Related - Insurance Lines of Business: Life, Health, & Annuities - Hours/per week during trading hours: 40 DBA name - Legacy Financial Advisors, LLC - Start Date: 09/2025 - York, PA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-19 |
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