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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Omaha | Greeley | CO | 07/2014 | Present |
| Raymond James Financial Services, Inc | Greeley | CO | 12/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Greeley | CO | 01/2020 | Present |
| Mountain View Skating Club | Greeley | CO | 01/2018 | Present |
| First National Bank Of Omaha | Greeley | CO | 07/2019 | Present |
| First Investments And Planning | Greeley | CO | 12/2019 | Present |
(1)Name of Business: First Investments and Planning Address: 920 54th Ave, Greeley, CO, 80634, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/31/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Providing advisory services. (2)Name of Business: First National Bank of Omaha Address: 920 54th Ave, Greeley, CO, 80634, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: No Start Date: 07/17/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor and Customer Support Rep for Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-31 |
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