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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-25 |
| IL | RA | APPROVED | 2019-04-12 |
Branch Locations
Fort Myers, FL • United States
1 Mid America Plaza Suite 222, Oakbrook Terrace, IL 60181 • United States
Batavia, IL • United States
N16W23217 Stone Ridge Drive Ste 120, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Oak Brook | IL | 06/2017 | Present |
| Mutual Of Omaha Investor Services | Oak Brook | IL | 11/2017 | Present |
| Sterling Fire Department | Sterling | IL | 08/2016 | 11/2016 |
| Fifth Third Bank | Dixon | IL | 08/2016 | 01/2017 |
| Pizza Hut | Schaumburg | IL | 02/2017 | 05/2017 |
| Student | Macomb | IL | 02/2012 | 12/2016 |
Insurance Agent - Start Date: 07/2017 - Non-investment Related - Insurance lines of business: Life, Health, Annuities, LTC, Disability, Critical Illness, Property & Casualty - Hours/per week during trading hours: 40 Di Bella Vita Holdings - Start Date: 06/2024 - Management, Hours/per week during trading hours: 40 Di Bella Vita Financial Services - Start Date: 06/2024 - Business & Marketing Purposes, Hours/per week during trading hours: 40 Illinois State Board of Education; 01/16/2019; Non-Investment Related; Watch over classroom and students; Approximately 01 hours per week. Author; 01/15/2023; Non-Investment Related; Illustrate, Edit, Publish, Market, Author reading material; Approximately 01 hours per week. Handshake Ai; 08/13/2026; Non-Investment Related; Complete Questionnaires; Approximately 01 hours per week. Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hour per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-17 |
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