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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Scottsbluff | NE | 11/2006 | Present |
| Platte Valley Bank Trust Services | Scottsbluff | NE | 03/2005 | 08/2024 |
| Platte Valley Bank | Scottsbluff | NE | 10/2024 | Present |
| Platte Valley Investment Center | Scottsbluff | NE | 10/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Scottsbluff | NE | 06/2025 | Present |
(1) Name of Business: Platte Valley Investment Center Address: 1110 Circle Dr, Scottsbluff, NE, 69361-2871, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/08/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: My job duties include reviewing alerts, looking over account reviews, calling on fees, RMD's, preparing reports. Also cover as a back-up to the assistant in the office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-20 |
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