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14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-08-05 |
| NE | RA | APPROVED | 2026-08-04 |
| CA | RA | APPROVED | 2026-08-03 |
| CO | RA | APPROVED | 2026-08-03 |
| IL | RA | APPROVED | 2026-08-03 |
| IA | RA | APPROVED | 2026-08-03 |
| KS | RA | APPROVED | 2026-08-03 |
| MD | RA | APPROVED | 2026-08-03 |
| MI | RA | APPROVED | 2026-08-03 |
| MO | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED | 2026-08-03 |
| WA | RA | APPROVED | 2026-08-03 |
| WY | RA | APPROVED | 2026-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Advisors, Llc | Kansas City | MO | 10/2025 | Present |
| Country Club Bank | Kansas City | MO | 07/2021 | 10/2025 |
| State Street Corporation | Kansas City | MO | 05/2015 | 07/2021 |
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