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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-14 |
| NE | RA | APPROVED | 2013-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Nebraska City | NE | 12/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Nebraska City | NE | 02/2013 | Present |
(1)Name of Business: Blue Optics, Inc DBA Blueprint Financial Planning Address: 1720 S 11th St, Nebraska City, NE, 68410-3488, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President of support company - tax filings and various administrative duties (2)Name of Business: DBA BluePrint Financial Planning Address: 1720 S 11th St, Nebraska City, NE, 68410, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/22/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA for support company (3)Name of Business: Goodlife Agriculture LLC Address: 750 S 64th Road, Nebraska City, NE, 68410, United States Activity Type: Business Owner Position/Title: Officer - President, Partner Investment Related: No Start Date: 11/15/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Goodlife Agriculture will process salmon in Nebraska. I will resign as president of GLA the day of signing the closing documents and my role moving forward will be as a passive owner with corresponding voting rights. (4)Name of Business: KMV Properties LLC Address: 750 S 64th Road, Nebraska City, NE, 68410, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/03/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5)Name of Business: Nebraska City Professional Center LLC Address: 1720 S 11th St, Nebraska City, NE, 68410-3488, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 09/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (6)Name of Business: Nebraska Community Foundation Address: 8100 South 15th Street, Suite A, Lincoln, NE, 68510, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 11/09/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the Nebraska Community Foundation state board. Assist in developing and implementing the strategic framework for the organization's growth. (7)Name of Business: Nebraska Vegetable and Protein LLC Address: 750 S 64th Road, Nebraska City, NE, 68410, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/17/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Update - A fire destroyed the structure and equipment - NVP will be dissolving in the next 12 months. (8)Name of Business: Non-Variable Life Insurance & Disability Insurance Address: 1720 S 11th St, Nebraska City, NE, 68410, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Develop recommendations, prepare paperwork, present policy. (9)Name of Business: Tri-Valley Bank Address: 123 S 8th Street, Nebraska City, NE, 68410, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during tra
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-04 |
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