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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2015-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Omaha | Omaha | NE | 10/2012 | Present |
| Raymond James Financial Services | Omaha | NE | 06/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Omaha | NE | 06/2015 | Present |
Name of Business: First Investments and Planning Address: 2605 S 133rd Plz, Omaha, NE, 68144, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/29/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Advisor in a bank branch
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-05 |
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