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13333 California St Suite 500, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-09 |
| NE | RA | APPROVED | 2024-03-08 |
Branch Locations
13333 California St Suite 500, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Omaha | NE | 06/2015 | 02/2024 |
| Raymond James Financial Services Advisors Inc. | Omaha | NE | 06/2015 | 02/2024 |
| First Investments & Planning | Omaha | NE | 04/2019 | 12/2022 |
| Bridges Investment Management, Inc. | Omaha | NE | 02/2024 | Present |
(1) Bridges Trust Company, Investment-related, 13333 California St Suite 500 Omaha NE 68154, Started 2/2024, 5 hours per month, 5 hours per month during trading hours, Relationship Manager, Investment management and relationship management activities. (2) Westside Community Schools, Not Investment-related, 909 S 76th St, Omaha, NE, 68114, United States, Public Education, Bond Oversight Subcommittee Member, Started 9/11/2023, 2 hours per month, 0 hours per month during trading hours, The Bond Oversight Committee is responsible for oversight of Phase I of Westside Community School's 15-year Facilities Master Plan and reports its recommendations to the Westside Community Schools' Board of Education. (3) Go Beyond Nebraska, Not investment-related, 10844 Old Mill Road Omaha NE 68154 USA, Non-profit organization providing educational and outdoor training activities to underserved youth, Director and Treasurer, Started 3/25/2019, 1 hour per month, 1 hour per month during trading hours, Duties include operational budgeting, setting long-range financial goals with fundraising strategies to achieve them, and financial reporting to the board for approval.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-24 |
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