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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2010-10-21 |
Branch Locations
1064 Greenwood Blvd Suite 118, Lake Mary, FL 32746 • United States
2600 Douglas Rd Ste 1109, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual/United Of Omaha | Lake Mary | FL | 08/2002 | Present |
Insurance agent: PERSONAL LINES AGENT (AUTO, HOMEOWNERS INSURANCE, I offer the following insurance products; Life, annuities, long term care, health, disability, critical illness, dental, vision 4COAST FINANCIAL GROUP LLC (DBA THAT I PAY MYSELF THROUGH); Author and creator of Mailbox Money sales coaching book and curriculum, non-investment related. This entails public speaking on the book and concept. Mailbox MOney Community Foundation will be an approved 501c3. This is not investment related at all. Based off the book. Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week. MyAdvisorJOE is a DBA/ marketing name that I use College planning with clients. Helping clients understand EFC and strategies to reduce the cost of college.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-20 |
| S65 | Uniform Investment Adviser Law Examination | 2010-10-15 |
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