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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-04-21
NE RA APPROVED 2021-01-19
  • TX RA
    APPROVED
    Since 2021-04-21
  • NE RA
    APPROVED
    Since 2021-01-19

Branch Locations

7818 Cass Street, Omaha, NE 68114 • United States

14010 Fnb Parkway Suite 420, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Omaha NE 06/2015 08/2018
First National Bank Of Omaha Omaha NE 04/2010 08/2018
Raymond James Financial Services Advisors Inc. Omaha NE 06/2015 08/2018
Cetera Advisor Networks El Segundo CA 08/2018 01/2021
Cwm, Llc Dba Carson Group Partners Omaha NE 08/2018 10/2019
Raymond James Financial Services, Inc. Omaha NE 01/2021 Present
Raymond James Financial Services Advisors Omaha NE 01/2021 Present
First National Bank Of Omaha Omaha NE 01/2021 Present
First National Investment Planning Omaha NE 01/2021 Present
  • 06/2015 → 08/2018
    Raymond James Financial Services
    Omaha, NE
  • 04/2010 → 08/2018
    First National Bank Of Omaha
    Omaha, NE
  • 06/2015 → 08/2018
    Omaha, NE
  • 08/2018 → 01/2021
    Cetera Advisor Networks
    El Segundo, CA
  • 08/2018 → 10/2019
    Cwm, Llc Dba Carson Group Partners
    Omaha, NE
  • 01/2021 → Present
    Raymond James Financial Services, Inc.
    Omaha, NE
  • 01/2021 → Present
    Raymond James Financial Services Advisors
    Omaha, NE
  • 01/2021 → Present
    First National Bank Of Omaha
    Omaha, NE
  • 01/2021 → Present
    First National Investment Planning
    Omaha, NE
Previous Registrations
  • 2019-11-07 → 2021-01-11
    Cetera Wealth Services, Llc
    Omaha, NE
    Omaha, NE
  • 2018-12-14 → 2019-10-31
    Omaha, NE
  • 2015-06-18 → 2018-08-21
    Omaha, NE
  • 2014-01-02 → 2015-06-18
    First National Capital Markets
    Omaha, NE
    Omaha, NE
    Omaha, NE
Other Businesses

(1)Name of Business: First Investments and Planning Address: 14010 FNB Pkwy Ste 420, Omaha, NE, 68154, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/11/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Advisor (2)Name of Business: First National Bank of Omaha Address: 14010 FNB Pkwy Ste 420, Omaha, NE, 68154, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: No Start Date: 01/11/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Regional Manager

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-15
S63 Uniform Securities Agent State Law Examination 2002-10-15
  • S65 Uniform Investment Adviser Law Examination
    2013-08-15
  • S63 Uniform Securities Agent State Law Examination
    2002-10-15
Other Names
  • Ryan Christopher Oleson
  • Ryan Oleson

View on SEC IAPD

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