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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-05 |
| NE | RA | APPROVED | 2021-05-26 |
Branch Locations
700 N Lincoln Avenue, York, NE 68467 • United States
2205 N 6Th Street, Beatrice, NE 68310 • United States
6600 S. 27Th Street, Lincoln, NE 68512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Omaha | NE | 10/2015 | 03/2017 |
| New York Life Insurance Co | Omaha | NE | 09/2015 | 03/2017 |
| Eagle Strategies Llc | Omaha | NE | 03/2016 | 03/2017 |
| Td Ameritrade, Inc. | Omaha | NE | 03/2017 | 05/2021 |
| Raymond James Financial Services, Inc. | Lincoln | NE | 05/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Lincoln | NE | 05/2021 | Present |
| Fnbo | Lincoln | NE | 06/2021 | Present |
| Lincoln Christian School | Lincoln | NE | 03/2025 | Present |
(1)Name of Business: Address: 12303 NE-1, Weeping Water, NE, 68463, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/13/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife is inheriting a rental property. I will be involved in the rehab/renovation of the property and general ongoing maintenance of said property as needed. (2) Name of Business: First Investments and Planning Address: 6600 S 27th St, Lincoln, NE, 68512, United States Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/31/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investments Advisor and Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-31 |
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