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14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-10-31 |
| KS | RA | APPROVED | 2025-10-30 |
| MO | RA | APPROVED | 2025-10-30 |
Branch Locations
14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
4650 College Blvd Suite 200, Overland Park, KS 66211 • 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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Leawood | KS | 10/2012 | 05/2017 |
| Independence School District | Independence | MO | 05/2017 | 05/2018 |
| Lee's Summit School District | Lee's Summit | MO | 05/2018 | 04/2023 |
| Umb Financial Services Inc | Leawood | KS | 04/2023 | 10/2025 |
| First National Advisers, Llc | Omaha | NE | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-14 |
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