Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Kearney | NE | 08/2015 | 06/2021 |
| Raymond James Financial Services Advisors Inc. | Kearney | NE | 12/2015 | 06/2021 |
| Heartland Bank | Kearney | NE | 07/2015 | 06/2021 |
| Unemployed | Omaha | NE | 06/2021 | 01/2022 |
| Raymond James Financial Services, Inc. | Omaha | NE | 01/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Omaha | NE | 01/2022 | Present |
| Fnbo | Omaha | NE | 01/2022 | Present |
| First Investments And Planning | Omaha | NE | 01/2022 | Present |
| First National Bank Of Omaha | Omaha | NE | 01/2022 | Present |
(1)Name of Business: First Investments and Planning Address: 14310 Fnb Pkwy, Omaha, NE, 68154-5212, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/18/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: registered associate to 2 financial advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-02 |
Reach out to this advisor