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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-26 |
Branch Locations
2600 Douglas Rd Ste 1109, Coral Gables, FL 33134 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2020 | 11/2020 |
| Gem International Service, Llc | Miami | FL | 02/2013 | 03/2020 |
| Unemployed | Miramar | FL | 04/2020 | 10/2020 |
| Pruco Securities Llc | Coral Gables | FL | 03/2021 | 01/2023 |
| Family Heritage Life Insurance Company Of America | Miami | FL | 02/2021 | 07/2021 |
| Unemployed | Miramar | FL | 11/2020 | 02/2021 |
| The Prudential Insurance Company Of America | Coral Gables | FL | 05/2021 | 01/2023 |
| Mutual Of Omaha Insurance Company | Coral Gables | FL | 02/2023 | Present |
| Mutual Of Omaha Investor Services | Coral Gables | FL | 05/2023 | Present |
Insurance Agent - Start Date: 02/24/2023 - Non-investment Related - Insurance lines of business: Life Insurance, Health, Annuities, & Final Expenses - Hours/per week during trading hours: 40 Uber Technologies Inc - Start Date: 01/13/2024 - Hours/per week out of trading hours: 4 Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-22 |
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