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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2013-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Omaha | NE | 09/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Omaha | NE | 09/2013 | Present |
(1)Name of Business: Freestone Wealth Strategies Address: 20488 Park Rd, Elkhorn, NE, 68022, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/10/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the owner, branch manager and financial advisor. (2)Name of Business: The Brown-Mosten "International Client Consultation Competition" Address: 1607 S 181st , Omaha, NE, 68130, United States Activity Type: Non-profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 08/14/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be sitting in on their finance committee meetings to provide advice and guidance on their $400,000 endowment account. (An account which i do not control or have access to.)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-03 |
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