Stephen Scott Lugo-reyes

Current Employers

Mutual Of Omaha Investor Services, Inc.

3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States

Current Registrations

Authority	Category	Status	Date
PR	RA	APPROVED	2021-04-22

PR RA
APPROVED

Since 2021-04-22

Branch Locations

B7 Tabonuco St Ste 1401, Guaynabo, PR 00968-3003 • United States

2600 Douglas Rd Ste 1109, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Universidad De Puerto Rico Recinto De Carolina	Carolina	PR	05/2013	05/2020
Mutual Of Omaha	Guaynabo	PR	09/2020	Present
Mutual Of Omaha Investor Services	Guaynabo	PR	09/2020	Present
Colegio La Piedad	Isla Verde	PR	05/2006	Present

05/2013 → 05/2020

Universidad De Puerto Rico Recinto De Carolina

Carolina, PR
09/2020 → Present

Mutual Of Omaha

Guaynabo, PR
09/2020 → Present

Mutual Of Omaha Investor Services

Guaynabo, PR
05/2006 → Present

Colegio La Piedad

Isla Verde, PR

Other Businesses

Insurance Agent - Start Date: 05/2020 - Non-investment Related - Insurance lines of business: Life, Health, P&C and Annuities - Hours/per week during trading hours: 40

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-04-24
S65	Uniform Investment Adviser Law Examination	2021-04-22

S63 Uniform Securities Agent State Law Examination

2024-04-24
S65 Uniform Investment Adviser Law Examination

2021-04-22

Other Names

Stephen Scott Lugo

View on SEC IAPD

Current Employers

Mutual Of Omaha Investor Services, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

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