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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-02-02 |
| MO | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Overland Park | KS | 06/1998 | 06/2018 |
| Country Club Bank Wealth Solutions | Kansas City | MO | 05/2018 | 02/2026 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 06/2018 | 02/2026 |
| Raymond James Financial Services Inc. | Kansas City | MO | 02/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Kansas City | MO | 02/2026 | Present |
| First National Bank Of Omaha (Fnbo) | Kansas City | MO | 02/2026 | Present |
(1)Name of Business: First Investments & Planning Address: 1 Ward Pkwy, Kansas City, MO, 64112-2169, 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 planning and wealth management advice
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-06-17 |
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