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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-16 |
| CO | RA | APPROVED | 2018-11-16 |
Branch Locations
155 Boardwalk Dr Suite 100, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fort Collins | CO | 08/2018 | Present |
| Raymond James Financial Services, Inc. | Fort Collins | CO | 01/2018 | Present |
| First National Bank Of Omaha | Fort Collins | CO | 11/2017 | 01/2018 |
| First National Bank Of Omaha | Fort Collins | CO | 06/2017 | 11/2017 |
| First National Bank Of Omaha | Fort Collins | CO | 10/2014 | 07/2017 |
| Raymond James Financial Services Advisors Inc. | Fort Collins | CO | 11/2018 | Present |
| First National Bank | Fort Collins | CO | 01/2018 | Present |
(1)Name of Business: First Investments and Planning Address: 155 E. Boardwalk Dr., Fort Collins, CO, 80525, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/15/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: Representative in Charge (2)Name of Business: First National Bank Address: 155 E. Boardwalk Drive, Fort Collins, CO, 80525, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/15/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Representative in Charge
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-12 |
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