Best Investors
Account
Sign in
Best Investors
Account
Sign in
14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-10 |
Branch Locations
14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Omaha | NE | 06/2015 | 08/2022 |
| Raymond James Financial Services Advisors Inc. | Omaha | NE | 06/2015 | 08/2022 |
| First National Bank Of Omaha | Omaha | NE | 06/2015 | 08/2022 |
| First National Advisers Llc | Omaha | NE | 08/2022 | Present |
(1) FIRST NATIONAL BANK OF OMAHA; INVESTMENT RELATED; OMAHA, NE; 06/2015 - PRESENT; SENIOR MANAGING DIRECTOR, PRIVATE CLIENT SERVICES; 160 HRS PER MONTH 130 DURING TRADING HRS. BANK ASSOCIATE. (2) Mount Michael Booster Club; Address: 22520 Mount Michael Road, Elkhorn, NE, 68022; Activity Type: (e.g. Non profit, etc.): Non Profit, Booster Club for Mount Michael High School; Position/Title: Board Member; Investment Related: No; Start Date: August 2022; Hours per month devoted to this business: 1; Hours per month devoted to this business during trading hours: 0; Description of duties: Discuss and approve financial requests from sports and other related activities within the high school.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-22 |
Reach out to this advisor