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14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-08-26 |
Branch Locations
14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fnbo | Omaha | NE | 06/2002 | 08/2022 |
| Raymond James Financial Services,Inc | Omaha | NE | 06/2015 | 09/2018 |
| Raymond James Financial Services Advisors Inc. | Omaha | NE | 06/2015 | 09/2018 |
| Raymond James Financial Services, Inc. | Omaha | NE | 08/2020 | 04/2022 |
| Raymond James Financial Services Advisors, Inc. | Omaha | NE | 08/2020 | 04/2022 |
| First National Advisers, Llc | Omaha | NE | 08/2022 | Present |
Name of Business: FNBO Address: 14010 FNB Pkwy Ste 200, Omaha, NE, 68154, United States Activity Type: Bank or Credit Union Associate Position/Title: Director Investment Related: Yes Start Date: 06/2002 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Management of Private Client Managers team and Program Manager of Team Led Financial Advisory Services. a.the name of the other business: Greater Omaha American Heart Association b.whether the business is investment-related: No c.the address of the other business: 9900 Nicholas St Omaha NE, 68114 d.the nature of the other business: Non-Profit e.your position: Board Member f.title, or relationship with the other business: Board Member g.the start date of your relationship: 3/17/2022 h.the approximate number of hours/month you devote to the other business: 4 i.the number of hours you devote to the other business during securities trading hours: 2 j.and briefly describe your duties relating to the other business: Representation of FNBO for various events throughout the year with filling table for attending or coordinating other volunteers for the events (Heart Ball, Hart Walk & Go Red for Women) and Quarterly Board meeting attendance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-28 |
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