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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-09 |
Branch Locations
2600 Douglas Rd Ste 1109, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Coral Gables | FL | 01/2024 | Present |
| Mutual Of Omaha Investor Services | Coral Gables | FL | 07/2024 | Present |
| Sunshine Lien Search, Inc | Miami | FL | 04/2017 | Present |
| Radisson Hotel | Miami Beach | FL | 05/2021 | 03/2022 |
| Jesta Hotel & Resorts | Miami Beach | FL | 08/2016 | 03/2020 |
Insurance Agent - Start Date: 01/2024 - Non-investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during trading hours: 40 Sunshine Lien Search Inc - Office Manager - Start Date: 04/2017 - Non-investment Related - Address: 8232 NW 195 Ter, Miami, FL, 33015 - Line of business: Search for Liens on Real Estate properties to present Summary to closing agents - Hours/per week during trading hours: 00 - Duties: submit lien search orders to different cities, collect result reports from cities and prepare summaries to deliver to Title companies. March 2024 - Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-07 |
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