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Current Employers
Mutual Of Omaha Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-17
  • FL RA
    APPROVED
    Since 2025-09-17

Branch Locations

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
OrganizationCityStateFromTo
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
  • 01/2025 → Present
    Carepoint
    Miami, FL
  • 12/2021 → Present
    Amrick Health Llc
    Miami, FL
  • 04/2018 → 12/2024
    Easyscripts/Elevance Health
    Miami, FL
  • 10/2007 → 04/2018
    Walgreens
    Miami, FL
  • 01/2025 → Present
    The Valenzuela Real Estate Group
    Miami, FL
  • 02/2025 → 04/2025
    Flow International Group
    Miami, FL
  • 06/2025 → Present
    Mutual Of Omaha Investor Services
    Miami, FL
  • 04/2025 → Present
    Mutual Of Omaha Insurance Company
    Miami, FL
  • 12/2024 → 12/2024
    Las Mercedes Pharmacy
    Miami, FL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2025-09-12

View on SEC IAPD

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