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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-02-22 |
| TX | RA | APPROVED | 2024-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2018 | 02/2024 |
| Norfolk Area Chamber Of Commerce | Norfolk | NE | 02/2014 | 02/2018 |
| First National Bank Of Omaha | Norfolk | NE | 02/2024 | Present |
| Raymond James Financial Services, Inc. | Norfolk | NE | 02/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Norfolk | NE | 02/2024 | Present |
(1)Name of Business: First Investments and Planning Address: 1500 Market Ln, Norfolk, NE, 68701-7328, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/20/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: First National Bank of Omaha Address: 1500 Market Ln, Norfolk, NE, 68701-7328, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/20/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-20 |
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