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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-12-06 |
| CA | RA | APPROVED | 2019-04-04 |
| TX | RA | APPROVED_RES | 2019-04-04 |
Branch Locations
50 W. Liberty Suite 100, Reno, NV 89501 • United States
5F Marina Villas Parrot Tree Plantation, Santos Guardiola, Islas De La Bahia 34000 • Honduras
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Newport Beach | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Newport Beach | CA | 11/2016 | 04/2019 |
| Stifel Nicolaus & Co Inc | Newport Beach | CA | 04/2019 | Present |
1. CONRAY PROPERTIES,HUNTINGTON BEACH, CA 92649; Warehouse ownership entity doing business as Evergreen Storage; General Partner; Decision maker of business operation;1/1/1995,10 hrs/wk; investment related. 2. STANDARD GENERAL LAND & LENDING CORP; 16835 Algonquin St #485 Huntington Beach Ca 92649; Real property management; President; 100 percent owner of property management business, licensed with California department of real estate; 1/1/1986; 10hrs/wk; during securities trading hours; investment related. 3. Furstmar LLC; 496 Pomello Drive, Claremont, CA 91711; Investing in commercial real estate; Tenant in common on purchase of real estate; Owner of property; 06/14/2021; 5 Hours per Month; Not During Securities Trading Hours; Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-24 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-05 |
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