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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Carepoint | Miami | FL | 01/2025 | Present |
| Amrick Health Llc | Miami | FL | 12/2021 | Present |
| Easyscripts/Elevance Health | Miami | FL | 04/2018 | 12/2024 |
| Walgreens | Miami | FL | 10/2007 | 04/2018 |
| The Valenzuela Real Estate Group | Miami | FL | 01/2025 | Present |
| Flow International Group | Miami | FL | 02/2025 | 04/2025 |
| Mutual Of Omaha Investor Services | Miami | FL | 06/2025 | Present |
| Mutual Of Omaha Insurance Company | Miami | FL | 04/2025 | Present |
| Las Mercedes Pharmacy | Miami | FL | 12/2024 | 12/2024 |
DBA name: Pharmawealth LLC 1) Insurance Agent - Start Date: 04/2025 - Non-investment Related - Insurance lines of business: Life, Health, Annuities, Long Term Care, Disability - Hours/per week during trading hours: 40 2) Start date 12/2021 Amrick Health LLC - Owner - title Concierge Pharmacist, non-investment related up to 10 hours per month 3) Realtor - The Valenzuela Real Estate Group; Start Date: 1/2025 - Non-Investment related - Real Estate on a referral basis (non-practicing) - Hours/week during trading hours: 0 4) Independent Health Insurance Broker - Carepoint; Start Date: 1/2025 - Non-Investment related - Health Insurance: Medicare, ACA - Hours/week during trading hours: 0 5) Walgreens - Staff Pharmacist 01/2026 - hours per month 144, 72 during trading hours title, or relationship with the other business; 6) 03/2026 - 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 | 2025-09-12 |
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