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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-24 |
| CO | RA | APPROVED | 2023-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Omaha | Boulder | CO | 03/2013 | 09/2022 |
| Raymond James Financial Services,Inc | Boulder | CO | 06/2015 | 09/2022 |
| Raymond James Financial Services Advisors Inc. | Boulder | CO | 06/2015 | 09/2022 |
| First Investments And Planning | Boulder | CO | 08/2019 | 09/2022 |
| First National Advisers Llc | Omaha | NE | 09/2022 | 11/2023 |
| Raymond James Financial Services, Inc. | Boulder | CO | 11/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Boulder | CO | 11/2023 | Present |
| Fnbo | Boulder | CO | 11/2023 | Present |
(1)Name of Business: First Investments and Planning Address: 3033 Iris Ave, Boulder, CO, 80301-1904, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/13/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-04 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-09 |
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