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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-03-29 |
| TX | RA | APPROVED | 2021-03-25 |
Branch Locations
13120 Pierce Street Suite 200, Omaha, NE 68144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2014 | 03/2021 |
| Raymond James & Associates Inc | Omaha | NE | 03/2021 | Present |
(1) Name of Business: Mount Michael Foundation Investment Committee Address: 22520 Mount Michael Road, Elkhorn, NE, 68022, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 11/28/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Request from: Rev. Louis Sojka, O.S.B., Business Manager, Mount Michael Benedictine Abbey and School.\nServing on the Mount Michael Foundation Investment Committee. Committee works with/guides our investment firm - Prodigy Asset Management of Omaha - who jointly manage the School's investments. \n \nTypically an annual meeting in Jan/Feb at which Prodigy provides a yearly update and questions/concerns are addressed. Additional meetings are held in the course of the year to address action steps.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-19 |
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