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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-08 |
| NE | RA | APPROVED | 2026-06-04 |
Branch Locations
14010 Fnb Parkway Suite 420 , Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc | Omaha | NE | 06/2026 | Present |
| Raymond James Financial Services, Inc. | Omaha | NE | 06/2024 | Present |
| First National Bank Of Omaha | Omaha | NE | 06/2021 | 03/2026 |
| Citizen Bank & Trust | Rock Port | MO | 11/2020 | 06/2021 |
| Clarinda Country Club | Clarinda | IA | 04/2020 | 11/2020 |
| University Of Missouri | Columbia | MO | 08/2015 | 12/2019 |
| Unemployed | Columbia | MO | 01/2020 | 04/2020 |
| Northwest Missouri State University | Maryville | MO | 08/2013 | 05/2022 |
(1)Name of Business: First Investments & Planning Address: 14010 FNB Pkwy, Omaha, NE, 68154, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/25/2026 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: 14010 FNB Pkwy, Omaha, NE, 68154, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/25/2026 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 | 2026-06-02 |
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