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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-07-31 |
| TX | RA | APPROVED_RES | 2024-07-31 |
| MN | RA | APPROVED | 2024-07-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bremer Bank | Perham | MN | 10/2003 | 12/2018 |
| Raymond James Financial Services, Inc. | Perham | MN | 08/2009 | 12/2018 |
| Raymond James Financial Services Advisors, Inc. | Perham | MN | 08/2009 | 12/2018 |
| Bremer Insurance | Perham | MN | 11/2012 | 12/2018 |
| First International Bank And Trust | Fargo | ND | 03/2019 | 06/2020 |
| Lpl Financial Llc | Fargo | ND | 03/2019 | 07/2024 |
| Frandsen Bank & Trust | Baxter | MN | 06/2020 | 07/2021 |
| First International Bank & Trust | Fargo | ND | 07/2021 | 07/2024 |
| Raymond James Financial Services, Inc. | Omaha | NE | 07/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Omaha | NE | 07/2024 | Present |
| First National Bank Of Omaha | Omaha | NE | 07/2024 | Present |
1) Name of Business: First Investments and Planning Address: 13310 W Maple Rd, Omaha, NE, 68164-2419, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/29/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2) Name of Business: First National Bank of Omaha Address: 13310 W Maple Rd, Omaha, NE, 68164-2419, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/29/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-16 |
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