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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-23 |
| GA | RA | APPROVED | 2018-05-21 |
Branch Locations
15 Lake Street Suite 140, Savannah, GA 31411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Savannah | GA | 03/2009 | 05/2018 |
| Morgan Stanley Smith Barney | Savannah | GA | 06/2009 | 05/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2018 |
| Stifel Nicolaus & Co Inc | Savannah | GA | 05/2018 | Present |
1. Girl Scouts of Historic Georgia; 535 East Liberty Street Savannah GA 31401; Enriching lives girl scouts through leadership roles and activities; Girl Scouts of Historic Georgia Regional Committee - volunteer; Volunteer group of local business people guides and implements activities and goals of the Girl Scouts of Historic GA; 10/13/2023; : 5.00hrs/week; Not during securities trading hours; Not Investment-Related 2. St. James the Less Catholic Church; 8412 Whitfield Avenue Savannah GA 31406; stjamestheless.com; Advisor for the Finance Committee; Advise the bishop on financial matters for the church. No cash/investments will be handled or transacted in my name; 08/14/2024; 5.00hrs/month; Not during securities trading hours; Not Investment-Related 3. Girl Scouts of Historic Georgia - Savannah Region; 535 East Liberty Street Savannah GA 31401; Enriching lives girl scouts through leadership roles and activities; Region 3 Board Member; Volunteer group of local business people guides and implements activities and goals of the Girl Scouts of Historic GA; 10/13/2023; 5hrs/wk; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-05 |
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