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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-03 |
| NE | RA | APPROVED | 2024-11-21 |
Branch Locations
13120 Pierce Street Suite 200, Omaha, NE 68144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paul Ludacka | Omaha | NE | 10/2019 | 01/2020 |
| Us Bank Wealth Management | Omaha | NE | 10/2018 | 09/2019 |
| Wells Fargo Private Bank | Omaha | NE | 04/2017 | 07/2018 |
| Unemployed | Omaha | NE | 08/2015 | 03/2017 |
| Unemployed | Omaha | NE | 08/2018 | 09/2018 |
| Paul Ludacka | Omaha | NE | 01/2020 | 06/2024 |
| Northwestern Mutual Investment Services Llc | Omaha | NE | 01/2020 | 10/2024 |
| L1827 Llc | Omaha | NE | 06/2024 | 10/2024 |
| Raymond James & Associates, Inc. | Omaha | NE | 10/2024 | Present |
(1) Name of Business: Address: 511 S 93rd Avenue, Omaha, NE, 68114, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Girls Inc Address: 2811 N. 45th Street, Omaha, NE, 68104, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 06/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review financial statements and provide guidance. Attend portfolio performance reviews once per year
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-07 |
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