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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-07
NE RA APPROVED 2018-01-29
  • TX RA
    APPROVED_RES
    Since 2022-11-07
  • NE RA
    APPROVED
    Since 2018-01-29

Branch Locations

1212 Circle Drive, Scottsbluff, NE 69361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Platte Valley Bank Scottsbluff NE 12/2016 Present
N/A Scottsbluff NE 12/2006 Present
Raymond James Financial Services Advisors Inc. Scottsbluff NE 01/2018 Present
Raymond James Financial Services,Inc. Scottsbluff NE 12/2006 Present
Platte Valley Bank Scottsbluff NE 12/2006 12/2016
  • 12/2016 → Present
    Platte Valley Bank
    Scottsbluff, NE
  • 12/2006 → Present
    N/A
    Scottsbluff, NE
  • 01/2018 → Present
    Scottsbluff, NE
  • 12/2006 → Present
    Raymond James Financial Services,Inc.
    Scottsbluff, NE
  • 12/2006 → 12/2016
    Platte Valley Bank
    Scottsbluff, NE
Other Businesses

(1)Name of Business: Address: 1110 Circle Dr, Scottsbluff, NE, 69361-2871, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/09/2006 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advsior (2)Name of Business: J.G. Elliott Ins. Co. Address: 1110 Circle Dr., Scottsbluff, NE, 69361, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/14/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Non Variable Products (3)Name of Business: Legacy of the Plains Museum Address: 2930 M Street, Gering, NE, 69341, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 01/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member Non Profit Organization (4)Name of Business: Platte Valley Bank Address: 1110 Circle Drive, Scottsbluff, NE, 69361, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/15/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Office in Platte Valley Bank. Work for Raymond James Financial Services (5)Name of Business: Western Nebraska Community College Foundation Address: 1601 E 27th Street, Scottsbluff, NE, 69361, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member, Executive Member Investment Related: Yes Start Date: 11/12/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a Board member for this non profit organization. I am currently serving on the Finance Committee.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-10
S63 Uniform Securities Agent State Law Examination 1998-03-16
  • S65 Uniform Investment Adviser Law Examination
    2018-01-10
  • S63 Uniform Securities Agent State Law Examination
    1998-03-16
Other Names
  • Jodi Ruzicka

View on SEC IAPD

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