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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-14 |
| NE | RA | APPROVED | 2024-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Omaha | NE | 10/2015 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 09/2016 | 12/2022 |
| Charles Schwab Bank, Ssb | Omaha | NE | 07/2022 | 06/2024 |
| Charles Schwab And Co., Inc. | Omaha | NE | 12/2022 | 06/2024 |
| First National Bank Of Omaha | Fremont | NE | 07/2024 | Present |
| Raymond James Financial Services, Inc. | Fremont | NE | 07/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Fremont | NE | 07/2024 | Present |
(1) Name of Business: First Investments and Planning Address: 610 N Main St, Fremont, NE, 68025-5064, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-20 |
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