Amy Jo Whittington

Current Employers

Employment History

• 01/2018 → 02/2019
  Rbc Capital Markets, Llc.
  Houston, TX
• 03/2016 → 12/2017
  Optic Financial Solutions
  Omaha, NE
• 06/2016 → 08/2017
  Prairie Wealth Advisors
  Omaha, NE
• 04/2019 → 03/2020
  Fbl Financial Group
  Omaha, NE
• 04/2019 → 03/2020
  Fbl Marketing Services Llc
  West Des Moines, IA
• 06/2020 → 07/2022
  Pruco Securities, Llc.
  Omaha, NE
• 06/2020 → 07/2022
  Prudential Insurance Company Of America
  Omaha, NE
• 07/2022 → Present
  Raymond James Financial Services, Inc
  Omaha, NE
• 07/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Omaha, NE

Previous Registrations

• 2020-06-25 → 2022-06-22
  Pruco Securities, Llc.
  Omaha, NE
• 2019-05-31 → 2020-04-16
  Fbl Wealth Management, Llc
  West Des Moines, IA
• 2018-05-30 → 2019-03-06
  Rbc Capital Markets, Llc
  Houston, TX

Other Businesses

(1)Name of Business: Address: 16603 Capital Plz #3, Omaha, NE, 68118, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 06/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: landlord for rental space (2)Name of Business: Address: 16603 Capital Plz 3, Omaha, NE, 68118, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/15/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner / landlord (3)Name of Business: Blue Optics, Inc Address: 17445 Arbor St Ste 210, Omaha, NE, 68130-4645, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: bill pay on behalf of the organization (4)Name of Business: McGill Brokerage Address: 16603 Capital Plaza 3, Omaha, NE, 68118, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/26/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1 Term policy for self only. Will not be held out to public or clients. (5)Name of Business: Omaha Retirement Planning Address: 17445 Arbor St Ste 210, Omaha, NE, 68130-4645, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA - Omaha Retirement Planning - owner / principal\nFinancial planning (6)Name of Business: Optic Financial Solutions Address: 17445 Arbor St Ste 210, Omaha, NE, 68130-4645, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/07/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Formed LLC for business purposes of my 1099 business here at Raymond James

Exams

• S66 Uniform Combined State Law Examination
  2018-05-30
• S63 Uniform Securities Agent State Law Examination
  2008-12-27

Other Names

• Amy Phipps
• Amy Jo Whittington
• Amy J Whittington