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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
Branch Locations
2600 Douglas Rd Ste 1109, Coral Gables, FL 33134 • United States
7650 W. Courtney Campbell Causeway Suite 150, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Tampa | FL | 08/2025 | Present |
| Mutual Of Omaha Insurance Company | Tampa | FL | 07/2025 | Present |
| North Shore Aquatic Complex | St. Petersburg | FL | 05/2016 | 05/2019 |
| Chipotle | Jacksonville | FL | 01/2020 | 05/2023 |
| Northeast Highschool | St. Petersburg | FL | 08/2015 | 05/2019 |
| St. Petersburg College | St. Petersburg | FL | 08/2019 | 05/2025 |
Insurance Agent - Start Date: 07/2025 - Non-investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during trading hours: 40 Mutual of Omaha - Start Date: 07/2025 - Investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during business days: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2026-07-27 |
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