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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-19 |
| SD | RA | APPROVED | 2016-01-19 |
| CO | RA | APPROVED | 2016-01-15 |
| IL | RA | APPROVED | 2016-01-15 |
| IA | RA | APPROVED | 2016-01-15 |
| KS | RA | APPROVED | 2016-01-15 |
| NE | RA | APPROVED | 2015-06-18 |
Branch Locations
14010 Fnb Parkway Suite 420, Omaha, NE 68154 • United States
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Omaha | NE | 06/2015 | Present |
| First National Bank Of Omaha | Omaha | NE | 03/2010 | Present |
| Raymond James Financial Services Advisors Inc. | Omaha | NE | 06/2015 | Present |
| First National Bank Dba Insurance Services | Omaha | NE | 02/2017 | 01/2018 |
| First Insurance Group Llc | Omaha | NE | 06/2018 | 12/2018 |
| First National Bank Of Omaha | Omaha | NE | 06/2015 | 02/2022 |
| First National Bank | Omaha | NE | 06/2015 | 12/2020 |
(1)Name of Business: First Investments & Planning Address: 14010 FNB Pkwy Ste 420, Omaha, NE, 68154, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/05/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Program Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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