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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-05 |
| NJ | RA | APPROVED | 2018-04-25 |
Branch Locations
30 Braintree Hill Office Park Ste 106, Braintree, MA 02184 • United States
Staten Island, NY • United States
Four Greentree Centre 601 Route 73 North, Suite 206, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathmark | Brooklyn | NY | 10/1985 | Present |
| Mutual Of Omaha | Parsippany | NY | 01/2010 | Present |
Insurance Agent; Start Date: 06/1999; Non-Investment Related; Insurance Lines: Health, Life, Annuity; Approximately 40 hours per week. Evergreen Park Condominium. Start date 12/1/2024. I participate in my Home Owners Association Board as Board Member about 2 to 3 hours a month voting on upkeep of condos, reviewing policy with management company, attending monthly meetings with other Board members and Condo manager. This is a voluntary position with no pay and have no access to writing checks or access to funds of Condo. Manager of the condo is paid by the HOA to handle those situations. We may vote on what needs to be done and direct manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-23 |
| S66 | Uniform Combined State Law Examination | 1999-06-12 |
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