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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2023-06-13 |
Branch Locations
B7 Tabonuco St Ste 1401, Guaynabo, PR 00968-3003 • 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 |
|---|---|---|---|---|
| Pfs Investments Inc. | Carolina | PR | 07/2015 | 12/2021 |
| Primerica Financial Services | Carolina | PR | 08/2013 | 12/2021 |
| Mutual Of Omaha Insurance Company | Guaynabo | PR | 01/2022 | Present |
| Mutual Of Omaha Investor Services | Guaynabo | PR | 01/2022 | Present |
| Mutual Of Omaha Investor Services | Guaynabo | PR | 06/2023 | Present |
PatriMoney Wealth Strategies DBA/Marketing name Start Date: 03/17/2025 CS Properties Rent Non-Investment Related Toa Baja PR 00949 Rent 3 properties Owner 09/2019 5 hours per week Remodeling process, working hours are to monitor process Insurance Agent - Start Date: 01/2022 - Non-investment Related - Insurance lines of business: Health, Life and Annuities - Hours/per week during trading hours: 40
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-15 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-12 |
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