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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Kearney | NE | 03/2021 | Present |
| Fnbo | Kearney | NE | 03/2006 | Present |
| Raymond James Financial Services Advisors, Inc. | Kearney | NE | 10/2024 | Present |
(1)Name of Business: First Investments & Planning Address: 2223 2nd Ave, Kearney, NE, 68847-5314, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/15/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Relationship Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-03 |
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