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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-14 |
| TX | RA | APPROVED_RES | 2024-02-14 |
| FL | RA | APPROVED | 2024-02-13 |
Branch Locations
12800 University Drive Suite 300, Fort Myers, FL 33907 • United States
4097 Hollywood Road, St. Joseph, MI 49085 • United States
Cape Coral, FL • United States
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 |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | St. Joseph | MI | 05/2013 | 05/2018 |
| Edward Jones | St. Louis | MO | 05/2018 | 11/2023 |
| Ameriprise Financial Services, Llc | Fort Myers | FL | 11/2023 | 02/2024 |
| Stifel, Nicolaus & Company, Incorporated | St. Joseph | MI | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-17 |
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