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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-25 |
| PR | RA | APPROVED | 2018-04-10 |
Branch Locations
2600 Douglas Rd Ste 1109, Coral Gables, FL 33134 • United States
Homestead, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Guaynabo | PR | 08/2016 | Present |
| Mutual Of Omaha Investor Services | Guaynabo | PR | 09/2017 | Present |
| Mutual Of Omaha | Miami | FL | 07/2018 | Present |
| Mutual Of Omaha Investor Services | Miami | FL | 09/2023 | Present |
Insurance Agent - Start Date: 08/2016 - Non-investment Related - Insurance lines of business: Life, Health, Annuities, P&C - Hours/per week during trading hours: 35 Start Date: 08/26/2023 - Tomorrow Financial Strategies - DBA/Marketing name Start Date: 04/03/2024 - MLO (Mortgage Loan Originator) - 10 hours per month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 2018-04-10 |
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