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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2024-01-09 |
Branch Locations
B7 Tabonuco St Ste 1401, Guaynabo, PR 00968-3003 • United States
2600 Douglas Rd Ste 1109, Coral Gables, FL 33134 • 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 Of Omaha Insurance Company | Guaynabo | PR | 07/2015 | Present |
| Mutual Of Omaha Investor Services | Guaynabo | PR | 07/2015 | Present |
Insurance Agent; Non-Investment Related; Start Date: 07/2015; Insurance Lines: Life, Health, and Annuity; Approximately 35 hours per week during trading hours. Disc-Jockey; Non-Investment Related; Start Date: 01/01/2001; Perform 4 times per year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-20 |
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