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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| NE | RA | APPROVED | 2018-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Scotssbluff | NE | 06/2017 | 07/2018 |
| Nebraska Transport Company | Gering | NE | 04/2011 | 06/2017 |
| Raymond James Financial Services, Inc | Scottsbluff | NE | 07/2018 | Present |
| Raymoond James Financial Services Advisors Inc. | Scottsbluff | NE | 08/2018 | Present |
| Platte Valley Investment Ctr | Scottsbluff | NE | 07/2018 | Present |
(1)Name of Business: JG Elliott Address: 1111 E. 20th St., Scottsbluff, NE, 69361, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/21/2018 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: As an agent, I plan to sell Fixed Insurance products through this agency. Non-Variable Products will be the only offering I run through this agency, all Indexed/Variable products will be offered through Raymond James. (2)Name of Business: Oceanview Life & Annuity Company Address: 1110 Circle Drive, Scottsbluff, NE, 69361, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/20/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: As an agent, I plan to sell Fixed Annuities through this provider. Non-Variable Products will be the only offering I run through this agency, all Indexed/Variable products will be offered only through RJFS. (3)Name of Business: Platte Valley Bank Address: 1110 Circle Dr, Scottsbluff, NE, 69361-2871, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/29/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor in FID Branch 44B located on the Platte Valley Bank Campus, 1110 Circle Drive, Scottsbluff, NE 69361Financial Advisor services, including investment products, insurance products, and goal planning & monitoring. (4)Name of Business: Platte Valley Investment Center, Inc. Address: 1110 Circle Drive, Scottsbluff, NE, 69361, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/30/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor in FID Branch 44B located on the Platte Valley Bank Campus, 1110 Circle Drive, Scottsbluff, NE 69361Financial Advisor services, including investment products, insurance products, and goal planning & monitoring. (5)Name of Business: Vote Yes for Scottsbluff Aquatics and Senior Center Address: community events, Scottsbluff, NE, 69361, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 08/31/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-31 |
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