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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-03 |
| KS | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Club Financial Services, Inc. | Kansas City | MO | 08/2002 | 12/2017 |
| Money Concepts Capital Corp | Prairie Village | KS | 11/2017 | 02/2026 |
| First National Bank Of Omaha (Fnbo) | Leawood | KS | 02/2026 | Present |
| Raymond James Financial Services, Inc. | Leawood | KS | 02/2026 | Present |
| Raymond James Financial Services Advisors, Inc | Leawood | KS | 02/2026 | Present |
| Country Club Bank | Kansas City | MO | 08/2002 | 02/2026 |
(1)Name of Business: First Investments & planning Address: 9400 Mission Rd, Leawood, KS, 66206-2042, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-02 |
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