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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-21 |
| NE | RA | APPROVED | 2024-01-31 |
Branch Locations
Adams Bank & Trust 315 North Spruce Street, Ogallala, NE 69153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banner Health | Ogallala | NE | 12/2016 | 07/2023 |
| Nebraska Department Of Health And Human Services | North Platte | NE | 04/2016 | 11/2016 |
| Raymond James Financial Services, Inc. | Ogallala | NE | 07/2023 | Present |
| Lsagenix | Gilbert | AZ | 07/2016 | 10/2024 |
| Abt Wealth Management | Ogallala | NE | 07/2023 | Present |
| Adams Bank And Trust | Ogallala | NE | 07/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Ogallala | NE | 01/2024 | Present |
(1)Name of Business: Adams Bank & Trust Address: 315 N Spruce St, Ogallala, NE, 69153-2517, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/18/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (2) ABT Wealth Management, 315 N. Spruce Street, Ogallala, Nebraska 69153, Non-Investment Related, Agent, DBA/Support Company, start date 07/2023. 2. Adams Bank and Trust, 315 N. Spruce Street, Ogallala, Nebraska 69153, Investment Related, Bank Employee, start date 07/2023. 2. Isagenix, Health and Wellness Products, Not investment-related, Independent Associate, sell dietary supplements and personal care products, since 7/2016, 20 hrs/mo devoted and 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-18 |
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