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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2010-07-26 |
Branch Locations
3200 East Camelback Road Suite 190, Phoenix, AZ 85018 • United States
Everett, WA • 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 | Everett | WA | 11/1985 | Present |
| Mutual Of Omaha Investor Services, Inc. | Everett | WA | 11/1985 | Present |
INSURANCE AGENT WORKING APPROX 80+ HOURS MONTHLY AND RECEIVES COMMISSIONS & RENEWALS AND LICENSED FOR HEALTH, LIFE, ANNUITIES, LONG TERM CARE, DISABILITY INCOME, CRITICAL ILLNESS, AND PROPERTY AND CASUALTY. ALSO DBA SMITH INSURANCE SERVICES. REAL ESTATE HOLDINGS- OWNER/ PROPERTY MANAGER. ALSO A REPRESENTATIVE WITH AMERICAN SENIOR RESOURCES (HEALTH INSURANCE ONLY).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-20 |
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