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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| NC | RA | APPROVED | 2017-03-10 |
Branch Locations
629 Green Valley Road Ste 211, Greensboro, NC 27408 • 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 |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2017 |
| Stifel Nicolaus & Co Inc | Greensboro | NC | 03/2017 | Present |
1. Greensboro College;815 W. Market St Greensboro NC 27401;Higher Education; Investment Committee Member; Monitor Endowment Investments;5/23/19;10 hr/yr; not during securities trading hours; not investment related. 2. Greensboro Day School; 5401 Lawndale Dr Greensboro, NC 27455; K-12 Education; Finance Committee Member; School budget and finances; 07/01/2025; 10hrs/mth; Not during securities trading hours; Not investment related 3. Greensboro Day School; 5401 Lawndale Dr Greensboro, NC 27455; K-12 Private School; Board of Trustees; Serve on the Board of Trustees. I will also continue serving on the Finance Committee as disclosed previously; 06/01/2026; 10hrs/mth; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-31 |
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