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14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-01-12 |
Branch Locations
205 West Oak Street 4Th Floor, Fort Collins, CO 80521 • United States
14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Adviser's, Llc | Omaha | NE | 08/2022 | Present |
| First National Bank Of Omaha | Fort Collins | CO | 09/1990 | 08/2022 |
First National Bank of Omaha; investment-related business, 14010 FNB Parkway, Suite 200, Omaha, NE 68154; Investment Management; Director of Investment Management; 06/2002; 80 hours/month during securities trading hours; managing investment portfolios for high net worth clients, trusts, institutions, foundations, and endowments.
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