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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | North Platte | NE | 06/1997 | 06/2019 |
| First National Bank | North Platte | NE | 07/2019 | Present |
| Raymond James Financial Services | North Platte | NE | 04/2021 | Present |
| First National Nebraska, Inc.; Fnni | North Platte | NE | 07/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | North Platte | NE | 07/2021 | Present |
(1)Name of Business: First Investments & Planning Address: 201 N Dewey St, North Platte, NE, 69101, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/30/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Misty Robertson Address: 11299 N Weaver Hills Road, North Platte, NE, 69101, United States Activity Type: Agriculture/Farming Position/Title: Other Investment Related: No Start Date: 01/01/1990 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sole proprietor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-06 |
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