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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-15 |
| NE | RA | APPROVED | 2017-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Omaha | NE | 02/2017 | 06/2017 |
| Wells Fargo Bank | Omaha | NE | 10/2009 | 01/2017 |
| First National Bank | Kearney | NE | 01/2017 | Present |
| Raymond James Financial Services, Inc. | Kearney | NE | 06/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Kearney | NE | 07/2017 | Present |
(1)Name of Business: First Investments and Planning Address: 2223 2nd Ave, Kearney, NE, 68848, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/15/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Advisor in a Bank Branch
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-14 |
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