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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-05-25 |
| OR | RA | APPROVED | 2017-07-28 |
| CA | RA | APPROVED | 2011-10-07 |
Branch Locations
121 Sw Morrison Suite 1800, Portland, OR 97204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stone & Youngberg Llc | San Francisco | CA | 04/2001 | Present |
| Stifel Nicolaus & Co Inc | San Francisco | CA | 09/2011 | Present |
1. 3900 Cypress Petaluma LLC; 3900 Cypress Petaluma CA 94954; Passive partner in a real estate investment in a commerical property. No management role.; Passive Investor; affiliation started 06/13/2013; 0 hours per day; not during securities trading hours; not investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-24 |
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