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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-10-12 |
| TX | RA | APPROVED | 2023-10-12 |
Branch Locations
2021 S. Lindbergh Blvd. 3Rd Floor, Frontenac, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Clayton | MO | 11/2001 | 09/2023 |
| Bank Of America,N.A. | Clayton | MO | 06/2011 | 09/2023 |
| Stifel, Nicolaus & Company, Incorporated | Frontenac | MO | 10/2023 | Present |
1. Saint Louis Zoo; 1 Government Drive St. Louis, MO 63110; Dedicated to saving species and bringing people and wildlife together; Board member; The Saint Louis Zoo Association Board of Directors has six basic functions: policy administration, financial oversight, fundraising, strategic planning and evaluation, organizational continuity, and community and government relations. The committee structure of the Association broadly addresses these needs, and it is the responsibility of each Board member to assist in carrying out those functions; 12/11/2024; 7hrs/mth; During securities trading hours; Not investment related 2. Make-A-Wish Missouri & Kansas; 13523 Barrett Parkway Dr. Suite 241 Ballwin, MO 63021; Grant wishes that change lives; Board Member; Develop relationships in the community to drive support for MAW, provide financial, legal and strategic leadership for the organization, with the goal of ensuring that every eligible child is able to experience a quality wish; 09/01/2025; 120hrs/yr; During securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 2001-03-16 |
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