Katie Ann Bruno

Current Employers

Employment History

• 01/2015 → Present
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL
• 08/2022 → Present
  Creighton University
  Omaha, NE
• 07/2018 → Present
  Morey & Quinn Wealth Partners
  Omaha, NE
• 01/2016 → 06/2018
  Raymond James And Associates
  St. Petersburg, FL
• 06/2014 → Present
  Raymond James Financial Services
  St. Petersburg, FL

Previous Registrations

• 2015-01-02 → 2024-10-02
  Raymond James Financial Services Advisors, Inc
  Omaha, NE
  St. Petersburg, FL
  Omaha, NE

Other Businesses

(1.) NAME OF OBA: FINANCIAL PLANNING ASSOCIATION OF NEBRASKA; ADDRESS OF OBA: OMAHA, NE 68124; NATURE: NON-PROFIT BOARD MEMBER; INVESTMENT RELATED: YES; TITLE WITH OBA: SECRETARY; DUTIES: FURTHER THE MISSION OF THE FINANCIAL PLANNING ASSOCIATION OF NEBRASKA THROUGH ADVOCACY. PLAN EVENTS ACROSS THE STATE OF NEBRASKA FOR FINANCIAL PLANNERS TO OBTAIN CONTINUING EDUCATION CREDITS; START DATE: 01/01/2021; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 3; (2.) NAME OF OBA: BREAKFAST OPTIMIST CLUB; ADDRESS OF OBA: OMAHA, NE 68144; NATURE: NON-PROFIT; INVESTMENT RELATED: NO; TITLE WITH OBA: SECRETARY; DUTIES: ATTEND MEETINGS, BOARD MEETINGS, OFFER GUIDANCE, AND SUPPORT FOR CLUB ACTIVITIES. OPTIMIST CLUB IS A VOLUNTEER ORGANIZATION; START DATE: 03/01/2022; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: LOTUS DIVORCE SERVICES; ADDRESS OF OBA: OMAHA, NE 68114; NATURE: CERTIFIED DIVORCE FINANCIAL ANALYST; INVESTMENT RELATED: YES; TITLE WITH OBA: OWNER; DUTIES: CERTIFIED DIVORCE FINANCIAL ANALYST; START DATE: 01/10/2022; APPROX. NUMBER OF HOURS/MONTH: 0; (4.) NAME OF OBA: INSURANCE LICENSE; ADDRESS OF OBA: OMAHA, NE; NATURE: INSURANCE; INVESTMENT RELATED: YES; TITLE WITH OBA: INSURANCE AGENT; DUTIES: SELL AND SERVICE INSURANCE PRODUCTS; START DATE: 10/2024; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (5.) NAME OF OBA: WOMEN'S FUND OF OMAHA; ADDRESS OF OBA: OMAHA, NE; NATURE: NON-PROFIT BOARD SERVICE; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD OF DIRECTORS; DUTIES: HIGH LEVEL GOVERNANCE INCLUDING OVERSIGHT OF CEO AND SETTING STRATEGIC DIRECTION; START DATE: 1/1/2026; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1

Exams

• S66 Uniform Combined State Law Examination
  2014-12-08

Designations