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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-03-06 |
| TX | RA | APPROVED_RES | 2012-02-22 |
Branch Locations
3701 Corporate Parkway Suite 110, Center Valley, PA 18034 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | New York | NY | 02/2012 | Present |
1. Residences at Madison Farms Neighborhood Association; 55 lane road fairfield, NJ 07004; homeowners association; on the board of the homeowners association; treasurer; 02/01/2026; 2hrs/mth; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-01 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-07 |
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