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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-01-31 |
Branch Locations
303 International Circle Suite 590, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Baltimore | MD | 06/2011 | Present |
1. Congregation Darchei Tzedek; 3201 Seven Mile Lane, Baltimore, MD 21208; Synagogue; Board Member; Attend Meetings; 07/05/2021; 1 Hour per Quarter; Not During Securities Trading Hours; Not Investment-Related. 2. Congregation Darchei Tzedek; 3201 Seven Mile Lane, Baltimore, MD 21208; Synagogue; Vice President of Finance; To help the treasurer pay bills and deposit checks. In addition, assist with the understanding of the financial position of the synagogue; 07/03/2023; 2 Hours per Month; Not during securities trading hours; Not Investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-18 |
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