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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-02-07 |
Branch Locations
2935 Pine Lake Road Suite A, Lincoln, NE 68516 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Llc. | Lincoln | NE | 04/2019 | 02/2022 |
| Byrd & Greve Law, L.L.C. | Lincoln | NE | 03/2016 | 04/2019 |
| Raymond James Financial Services, Inc. | Lincoln | NE | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Lincoln | NE | 02/2022 | Present |
(1)Name of Business: Canopy Dreams and Retreats Address: 4616 Rockwood Court, Lincoln, NE, 68516, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 11/24/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rent out party supplies or set up for birthday parties (2)Name of Business: Capitol Private Wealth Address: 2935 Pine Lake Rd Ste A, Lincoln, NE, 68516-6009, United States Activity Type: Support Company - Owner Position/Title: Officer - Secretary Investment Related: No Start Date: 02/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the DBA for our branch (3)Name of Business: CAPPRO LLC Address: 2935 Pine Lake Road Ste A, Lincoln, NE, 68516, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/15/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-25 |
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