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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-02-28 |
Branch Locations
B7 Tabonuco St Ste 1401, Guaynabo, PR 00968-3003 • United States
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 | Guaynabo | PR | 01/2024 | Present |
| Mutual Of Omaha Investor Services | Guaynabo | PR | 07/2024 | Present |
| None | Guaynabo | PR | 07/2014 | 12/2023 |
Insurance Agent - Start Date: 01/2024 - Non-investment Related - Insurance lines of business: Life, Health, Annuities, P&C - Hours/per week during trading hours: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-11 |
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