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3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-07-10 |
Branch Locations
7650 W. Courtney Campbell Causeway Suite 150, Tampa, FL 33607 • United States
Tampa, FL • 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/United Of Omaha | Tampa | FL | 08/2004 | Present |
Insurance Agent - start date 01/2005 Insurance Lines - FIXED ANNUITIES, DISABILITY INSURANCE, LIFE INSURAMCE, LONG TERM CARE INSURANCE, MEDICARE SUPPLEMENTAL AND CRITICAL ILLNESS INSURANCE. Start Date: 11/2021 LEGALSHIELD TO OFFER THE SERVICES THAT LEGAL SHIELD OFFERS. Start Date: 02/2023 - 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-04 |
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