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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-10 |
| NE | RA | APPROVED | 2021-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Omaha | NE | 04/2021 | Present |
| First National Bank Of Omaha | Omaha | NE | 07/2008 | Present |
| First Investments & Planning | Omaha | NE | 03/2021 | Present |
| Fnbo | Omaha | NE | 06/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Omaha | NE | 07/2021 | Present |
(1)Name of Business: First Investments & Planning Address: 14310 Fnb Pkwy, Omaha, NE, 68154, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/04/2021 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: FNBO Address: 14310 Fnb Pkwy, Omaha, NE, 68116, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 06/04/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Sr Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-02 |
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