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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Dekalb | IL | 04/2022 | Present |
| First National Bank Of Omaha | Dekalb | IL | 11/2016 | 04/2022 |
| First Midwest Bank | Dekalb | IL | 01/2016 | 11/2016 |
| First National Bank Of Omaha | Dekalb | IL | 12/2024 | Present |
| First Investments And Planning | Dekalb | IL | 12/2024 | Present |
| Not Provided | Dekalb | IL | 12/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Dekalb | IL | 07/2025 | Present |
(1)Name of Business: Address: 141 W Lincoln Hwy, Dekalb, IL, 60115-3609, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/03/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor Assistant (2)Name of Business: Address: 380 Horizon Lane, DeKalb, IL, 60115, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/04/2004 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (3)Name of Business: FNBO Address: 141 W Lincoln Hwy, Dekalb, IL, 60115-3609, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/03/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor Assistant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-24 |
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