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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-07-03 |
Branch Locations
40500 Ann Arbor Rd E Ste 106Ll, Plymouth, MI 48170 • United States
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual/United Of Omaha | Livonia | MI | 06/1987 | Present |
| Mutual Of Omaha Investor Services, Inc. | Livonia | MI | 06/1987 | Present |
Insurance Agent; J Weil Goldsmith & Associates, LLC; start date 07/10/1987; Non-investment Related; Insurance Lines: Life, Health, and Annuity; Approximately 40 hours per week during trading and non-trading hours. 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. Co-President; Kelly Green Meadow Condominium Association; Start date: May 27, 2008; Non-Investment Related; Volunteer; Approximately 1 hour per month during trading and non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-02 |
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