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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
PR RA APPROVED 2026-03-16
  • PR RA
    APPROVED
    Since 2026-03-16

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
OrganizationCityStateFromTo
Mutual Of Omaha Investor Services Guaynabo PR 09/2025 Present
Mutual Of Omaha Insurance Company Guaynabo PR 08/2025 Present
Triple S Salud San Juan PR 10/2023 02/2025
Peak Performance Inc San Juan PR 04/2019 10/2023
Peak Performance Inc San Juan PR 02/2017 04/2019
Full Time Student San Juan PR 08/2013 05/2017
Unemployed San Juan PR 02/2025 08/2025
  • 09/2025 → Present
    Mutual Of Omaha Investor Services
    Guaynabo, PR
  • 08/2025 → Present
    Mutual Of Omaha Insurance Company
    Guaynabo, PR
  • 10/2023 → 02/2025
    Triple S Salud
    San Juan, PR
  • 04/2019 → 10/2023
    Peak Performance Inc
    San Juan, PR
  • 02/2017 → 04/2019
    Peak Performance Inc
    San Juan, PR
  • 08/2013 → 05/2017
    Full Time Student
    San Juan, PR
  • 02/2025 → 08/2025
    Unemployed
    San Juan, PR
Other Businesses

Insurance Agent - Start Date: 08/2025 - Non-investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during trading hours: 40

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-16
S63 Uniform Securities Agent State Law Examination 2026-02-02
  • S65 Uniform Investment Adviser Law Examination
    2026-03-16
  • S63 Uniform Securities Agent State Law Examination
    2026-02-02

View on SEC IAPD

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