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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-10-22 |
| IL | RA | APPROVED | 2006-02-03 |
Branch Locations
475 Regency Park Suite 250, O'FAllon, IL 62269 • United States
113 South Mainstreet Waterloo South, Waterloo, IL 62298 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magna Bank | Belleville | IL | 06/1996 | Present |
| Stifel Nicolaus & Co., Inc. | Belleville | IL | 02/2006 | Present |
1. St. John's Lutheran Church Endowment Committee; 508 Bloom St, Red Bud, IL 62278; Endowment funds for the church and approved projects. Paying funds out per the requests of the wills/trusts; Committee Member; fulfilling requests of the endowment funds, overseeing the investment portfolio; 2/9/23; 1 hr/qtr; Not During Securities Trading Hours; Not Investment Related. 2. Southwestern Illinois College Foundation; 2500 Carlyle Ave Belleville IL 62221; Board Member: steer the organization towards a sustainable future; 6/19/23; 4 hours per quarter; not during securities trading hours; not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-12 |
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