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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-18 |
Branch Locations
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 |
|---|---|---|---|---|
| International Finance Bank | Miami | FL | 10/2015 | 12/2016 |
| Axa Advisors, Llc | New York | NY | 03/2017 | 11/2018 |
| Pruco Securities, Llc. | West Palm Beach | FL | 03/2019 | 07/2022 |
| Unemployed, Took Time Off To Register For Miami Dade College | Miami | FL | 12/2016 | 03/2017 |
| Colonial Life | Miami | FL | 11/2018 | 03/2019 |
| Mutual Of Omaha Investor Services | Coral Gables | FL | 08/2022 | Present |
| Mutual Of Omaha Insurance Company | Coral Gables | FL | 08/2022 | Present |
Valiant Wealth Strategies of Miami- DBA/Marketing name registered on 09/27/2023 Insurance Agent - Start Date: 08/2022 - Non-investment Related - Insurance lines of business: Life, Health, Annuity, Accident, Cancer, Medical, Medicare, Supplement, Dental, Disability, Critical Illness, Dental - Hours/per week during trading hours: 40 Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week. Tutoring for SIE, Series 6,Series 65, Series 63, Series 7, and 215 License. Start date 03/09/2026 - 15 hours per week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-24 |
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