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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-05-11 |
Branch Locations
1 Ward Pkwy, Kansas City, MO 64112 • United States
Owasso, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank | Kansas City | MO | 06/1998 | 01/2022 |
| Umb Financial Services Inc | Tulsa | OK | 01/2022 | 05/2026 |
| Umb Financial Services Inc | Kansas City | MO | 08/2007 | 01/2022 |
| Raymond James Financial Services, Inc. | Kansas City | MO | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Kansas City | MO | 05/2026 | Present |
(1)Name of Business: First Investment Planning Address: 1 Ward Parkway, Kansas City, MO, 64112-2169, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/11/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support my financial advisors in day to day operational, trading, and review processing (2)Name of Business: First National Bank of Omaha Address: 1 Ward Parkway, Kansas City, MO, 64112-2169, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/11/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Work with clients opening Brokerage acct and move money ,place trades and process all operational ppwk for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-15 |
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