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14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-27 |
| NE | RA | APPROVED | 2022-08-24 |
Branch Locations
14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Private Bank | Omaha | NE | 07/2013 | 04/2018 |
| First National Bank Of Omaha | Omaha | NE | 04/2018 | Present |
| First National Advisers Llc | Omaha | NE | 08/2022 | Present |
First National Bank of Omaha; investment-related business; 14010 FNB Parkway, Suite 200, Omaha, NE 68154; Investment Management; Investment Manager; Director; 04/2018; 160 hours per month; 40 hours per week; manages investments for high net worth individuals. a.the name of the other business: Chi Foundation b.whether the business is investment-related: No c.the address of the other business: CHI Health The McAuley Fogelstrom Center, 12809 West Dodge Rd., Omaha, Ne 68154 d.the nature of the other business: Healthcare Organization e.your position: Board of Directors f.title, or relationship with the other business: Board of Directors g.the start date of your relationship: January 2022 h.the approximate number of hours/month you devote to the other business: 1 or 2 i.the number of hours you devote to the other business during securities trading hours: 1 j.and briefly describe your duties relating to the other business: As a board member I work to create partnerships within the community to further the strategic initiatives and mission of the CHI Health Foundation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-21 |
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