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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-15 |
| NE | RA | APPROVED | 2024-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fnbo | Lincoln | NE | 06/2016 | 01/2022 |
| Raymond James Financial Services, Inc. | Omaha | NE | 01/2022 | Present |
| First National Bank Of Omaha | Lincoln | NE | 01/2022 | Present |
| Raymond James Financial Services Advisor's , Inc | Lincoln | NE | 04/2024 | Present |
(1)Name of Business: First Investments and Planning Address: 6600 S 27th St, Lincolnl, NE, 68512, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/24/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Relationship Associate. Daily Office admin tasks (2)Name of Business: First National Bank of Omaha Address: 6600 S 27th St, Lincoln, NE, 68512, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/24/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Relationship Associate. normal office admin daily tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-27 |
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