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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 | 2022-09-29 |
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 |
|---|---|---|---|---|
| First National Bank Of Omaha | Omaha | NE | 03/2011 | 08/2022 |
| First National Advisers, Llc | Omaha | NE | 08/2022 | Present |
Name of Business: First National Bank of Omaha; Address: 14010 FNB Pkwy Ste 200, Omaha, NE, 68154, United States; Activity Type: Bank Wealth Management; Position/Title: Private Client Manager; Investment Related: Yes; Start Date: 03/2011; Hours per month devoted to this business: 81+; Hours per month devoted to this business during trading hours: 81+; Description of duties: Part of the team lead advisory services to support high net worth clients with daily servicing needs for long term planning needs as part of their comprehensive investment needs. a.the name of the other business: Boy Scouts of America - Pack 464 b.whether the business is investment-related: No c.the address of the other business: 12401 W Maple Rd Omaha NE 68164 d.the nature of the other business: Non-Profit e.your position: Treasurer and Committee Member f.title, or relationship with the other business: Treasurer and Committee Member g.the start date of your relationship: August 15, 2022 h.the approximate number of hours/month you devote to the other business: 5 i.the number of hours you devote to the other business during securities trading hours: 0 j.and briefly describe your duties relating to the other business: Reviewing and tracking expenses related to the Pack. Balance and monitor bank account and scout store account. Provide reporting to committee. Pay expenses and reimburse committee members as needed. Also served as Popcorn Kernel for pack in 2023 and plan to in 2024 - serve as lead for popcorn sales / annual fundraiser.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-28 |
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