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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-29 |
| NE | RA | APPROVED | 2022-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 06/2015 | 12/2020 |
| Tiaa | Denver | CO | 06/2015 | 12/2020 |
| Morgan Stanley | West Palm Beach | FL | 01/2021 | 06/2022 |
| Raymond James Financial Services, Inc | Omaha | NE | 06/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Omaha | NE | 06/2022 | Present |
| Fnbo | Omaha | NE | 06/2022 | Present |
| First Investments & Planning | Omaha | NE | 06/2022 | Present |
| Metro Community College | Omaha | NE | 03/2024 | Present |
1) Name of Business: First Investment and Planning Address: 5812 S 144th St, Omaha, NE, 68197-0016, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/27/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2) Name of Business: FNBO Address: 5812 S 144th St, Omaha, NE, 68197-0016, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/27/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-24 |
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