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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-08-03 |
Branch Locations
600 Grant Street Ste 304, Denver, CO 80203 • United States
2695 Rocky Mountain Avenue Ste 310, Loveland, CO 80538 • United States
Fort Collins, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual/United Of Omaha | Greeley | CO | 05/1984 | Present |
| Mutual Of Omaha Investor Services, Inc. | Greeley | CO | 09/1986 | Present |
1. Insurance Agent -Non-investment related Started 1984- 20-30 HRS/Week. Insurance Lines: -Life, Health, Disability, Annuity 2. Northern Colorado - Paid Announcer of High School Games - started Sept 2014. Non-Investment Related 3. Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1 hour per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-27 |
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