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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-16 |
| NY | RA | APPROVED | 2021-12-22 |
Branch Locations
1095 Avenue Of The Americas 3Rd & 4Th Floors, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corelogic | Irvine | CA | 07/2016 | 11/2021 |
| Stifel, Nicolaus & Company, Incorporated | New York | NY | 11/2021 | Present |
1. Zoneomics; 21 Forest Drive, Plainview, NY 11803; Allow customers to make quick and informed research and cull insights about property information and zoning; Board of Directors; Provide technical expertise any guidance from real estate technology; 02/09/2022; 2 Hours per Quarter; Not During Securities Trading Hours; Not Investment-Related. 2. Make Music New York 501c3; 1919 24th Ave, Astoria, NY 11102; Help activate music venues and connect artists to be able to collaborate and make music; Chairman of the Board; Expand community engagement, oversee committees, and work with executive director on mission; 12/18/2013; 6 Horus per Year; Not During Securities Trading Hours; Not Investment-Related. 3. Make Music New York 501c3; 1919 24th Ave, Astoria, NY 11102; Promote music throughout the 5 boroughs; Development Committee Chair; Help committee find focus and promote activities that benefit the organization; 03/02/2022; 4 Hours per Year; Not During Securities Trading Hours; Not Investment-Related. 4. 140 E. 56th St Condo; 140 E. 56th St, NY, NY 10022; Serve on the board of the condo assoc ; Oversee management company that runs the day to day activities; 9/30/22; 3 hr/qtr; Not During Securities Trading Hours; Not Investment Related. 5. New York State Society of CPAs; 200 Madison Ave New York, NY 10016; They are a Trade organization for the finance and accounting industry with relevant focus committees for Private Equity& Benefit; Committee member potential vice chair of 401k retirement benefits committee; helping drive conversations about 401k and retirement benefits at monthly meetings. Asset the chair with planning annual online committee forum and helping get speakers for the event; 01/01/2026; 5hrs/qtr; During securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-21 |
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