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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-10-20 |
| TX | RA | APPROVED | 2021-10-20 |
Branch Locations
2021 S. Lindbergh Blvd. 3Rd Floor, Frontenac, MO 63131 • United States
2820 Bagnell Dam Blvd Suite A2, Lake Ozark, MO 65049 • United States
701A West Buchanan Street, California, MO 65018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lake Ozark | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lake Ozark | MO | 11/2016 | 10/2021 |
| Stifel Nicolaus & Co Inc | Lake Ozark | MO | 10/2021 | Present |
1. Moniteau Investments, LLC; 701 A West Buchanan, California, MO 65018; Rental Property; 1/3 Partner; Make decisions on rental property; 01/05/2005; 2 Hours per Quarter; During Securities Trading Hours; Investment-Related. 2. Sisters Three by the Sea; 2056 E Highway 30A, Santa Rosa Beach, FL 32459; Rental Property; Owner; 06/15/2015; 30 Hours per Year; Not During Securities Trading Hours; Investment-Related. 3. Municipal Theatre Association (Muny); 1 Theater Dr, Saint Louis, MO 63112; Theatre; President of Endowment Committee/Foundation Committee; Work with the CFO of the MUNY to coordinate and facilitate endowment/foundation board meetings.; 02/01/2022; 20 Hr/ yr; Not During Securities Trading Hours; Not Investment-Related. 4. Metropolitan Theatre of Saint Louis (Muny); 1 Theater Dr, Saint Louis, MO 63112; Theatre; Board Member; Serve as a board member; 01/01/2021; 1 Hour per Month; During Securities Trading Hours; Not Investment-Related. 5. Brandon Michael Building; 2820 Bagnell Dam Blvd, Lake Ozark, MO 65049; Commercial Building; Board Member for Owners Association; Attend Board Meetings; 1/2/23; Not During Securities Trading Hours; Investment Related. 6. Sisters Three Properties, LLC; 35 Jefferson Rd Saint Louis MO 63119; Commercial Rental Properties; LLC Member; Commercial real estate rentals; 01/01/2024; 5.00hrs/month; Not During Securities Trading Hours; Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-09 |
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