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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-10 |
| NE | RA | APPROVED | 2022-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fnbo | Bellevue | NE | 05/2016 | Present |
| Raymond James Financial Services | Omaha | NE | 06/2021 | Present |
| First Investments & Planning | Bellevue | NE | 08/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Omaha | NE | 01/2022 | Present |
| Ups | Omaha | NE | 10/2023 | 06/2024 |
(1)Name of Business: First Investments & Planning Address: 2008 Pratt Ave, Bellevue, NE, 68123, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/31/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is a DBA name used by our group at FNBO, I am a financial advisor at FNBO DBA First Investments & Planning. (2)Name of Business: FNBO Address: 2008 Pratt Ave, Bellevue, NE, 68123, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial advisor to branch clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-27 |
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