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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 |
| KS | RA | APPROVED | 2021-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Omaha | Overland Park | KS | 06/2002 | 01/2022 |
| Raymond James Financial Services, Inc. | Overland Park | KS | 05/2021 | Present |
| First Investments & Planning | Overland Park | KS | 04/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Overland Park | KS | 07/2021 | Present |
| Scout & Cellar | Overland Par | KS | 10/2015 | Present |
| Fnbo | Overland Park | KS | 01/2022 | Present |
(1)Name of Business: First Investments and Planning Address: 4650 College Blvd Ste 200, Overland Park, KS, 66211, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-15 |
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