William Geary Mason

Current Employers

Employment History

• 07/2015 → Present
  Stifel, Nicolaus & Company, Incorporated
  New Orleans, LA

Previous Registrations

• 2009-10-20 → 2015-07-07
  Intl Advisory Consultants Inc.
  Birmingham, AL
  New Orleans, LA
• 1990-01-30 → 2009-08-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Orleans, LA
  Baton Rouge, LA
  New Orleans, LA

Other Businesses

1. IRIS CLUB; P.O. BOX 56005 NEW ORLEANS LA 70156; NEW ORLEANS MARDI GRAS KREWE; VICE PRESIDENT; ASSIST WITH PLANNING AND EXECUTING A MARDI GRAS BALL; AFFILIATION STARTED 05/16/2012; 2 HOURS PER QUARTER; NOT DURING SECURITIES TRADING HOURS; NOT INVESTMENT RELATED. 2. Lee Monument Association; Non profit- historical preservation; President; overseeing initial organization; 10/16/2017; 2.0 hours per week; not during securities trading hours; Not Investment-Related 3. Cincinnatus Club; P.O. Box 24250 New Orleans LA 70184; Mardi Gras krewe; Board Member; Attend monthly board meetings and participate as necessary; 01/01/2018; 1.00 Hour(s) Per Week; not during securities trading hours; Not Investment-Related 4. New Orleans Sigma Alpha Epsilon Alumni Association; 3516 Magazine St., LA, 70115; softball tournament coordinator; 06/01/1986; 2.00 Hour(s) Per Month - not during securities trading hours; Not Investment-Related 5. Monumental Task Committee; 1215 Prytania St. #333 New Orleans LA 70130; historic preservation of statues, monuments and memorials; Vice President; assist the President and various committees; 08/17/2015; 1.00 Hour(s) Per Week; not during securities trading hours; Not Investment-Related 6. Louisiana Epsilon Alumni Association of Sigma Alpha, Epsilon; PO Box 57403, New Orleans, LA 70157; College fraternity alumni association (LSU); Board of Directors; Providing ideas and suggestions for attracting members; 12/31/2021; 2 Hours per Week; Not During Securities Trading Hours; Not Investment-Related. 7. Northshore Radio ( WGSO Radio ); 330 Carondelet Street 2nd floor New Orleans LA 70130; 501c3 non profit community broadcaster in greater New Orleans area; Board of Directors member; 05/01/2024; 1.00hr/week; Not During Securities Trading Hours; Not Investment-Related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-26
• S63 Uniform Securities Agent State Law Examination
  1988-09-22

Other Names

• Geary Mason