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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2015-06-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Omaha | NE | 06/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Omaha | NE | 06/2015 | Present |
| First National Bank Of Omaha | Omaha | NE | 04/2013 | Present |
| Fnbo | Omaha | NE | 11/2018 | Present |
(1)Name of Business: First Investments and Planning Address: 16770 West Maple Road, Omaha, NE, 68116, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/15/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Senior manager and advisor in bank branch
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-23 |
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