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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED | 2026-04-20 |
Branch Locations
2421 W Broadway, Council Bluffs, IA 51501 • United States
3815 Denmark Drive, Council Bluffs, IA 51501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ts Bank | Council Bluffs | IA | 03/2015 | 07/2017 |
| Bmo Bank N.A. | Omaha | NE | 07/2017 | 10/2024 |
| Edward Jones | St. Louis | MO | 07/2025 | 04/2026 |
| Unemployed | Council Bluffs | IA | 10/2024 | 07/2025 |
| Bank Of The West (Bancwest) | Omaha | NE | 12/2005 | 08/2023 |
| Raymond James Financial Services, Inc. | Council Bluffs | IA | 04/2026 | Present |
| Lpl Financial Llc | Omaha | NE | 07/2023 | 10/2024 |
| Bancwest Investment Services, Inc. | Omaha | NE | 07/2017 | 07/2023 |
(1) Name of Business: First Investments and Planning Address: 3815 Denmark Dr, Council Bluffs, IA, 51501, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/21/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Raymond James financial advisor in branch locations for this bank\n (2) Name of Business: First National Bank of Omaha Address: 3815 Denmark Dr, Council Bluffs, IA, 51501, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 04/21/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Raymond James financial advisor located in branches of First National Bank.\n (3) Name of Business: Junior Jacket Robotics Address: 2658 Ave A, Council Bluffs, IA, 51501, United States Activity Type: Non profit Position/Title: Board Member, Founder, Executive Member Investment Related: No Start Date: 08/01/2016 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Junior Jackets Robotics is a 501c3 organization that was established in 2016 to help teach S.T.E.M. (Science, Technology, Engineering, Math) education through the designing, building and programming of robots. We are an after school program that is primarily made up of students from 6th-8th grade. Our program gives students the opportunity to get excited and be inspired by hands-on S.T.E.M. learning through VEX robotics. I operate as a robotics coach in addition to role as a board member.\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-02 |
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