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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-24 |
| NE | RA | APPROVED | 2022-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2018 | 04/2019 |
| Lyft | Bellevue | NE | 12/2017 | 03/2018 |
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2017 | 12/2017 |
| West Gate Bank | Lincoln | NE | 05/2015 | 08/2017 |
| Cetera Advisor Networks | El Segundo | CA | 08/2019 | 05/2022 |
| Unemployed | Omaha | NE | 04/2019 | 05/2019 |
| Omaha Sports Academy | Omaha | NE | 06/2019 | Present |
| Carson Group | Omaha | NE | 07/2019 | 05/2022 |
| Raymond James Financial Services, Inc. | La Vista | NE | 06/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | La Vista | NE | 06/2022 | Present |
| First National Bank Of Omaha | Papillion | NE | 06/2022 | Present |
(1) Name of Business: First Investments & Planning Address: 7960 Towne Center Pkwy, Papillion, NE, 68046, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/06/2022 Hours per month devoted to this business: 41-80 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 | 2018-05-10 |
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