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401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-02-17 |
Branch Locations
401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Indianapolis | IN | 03/2012 | 02/2023 |
| Sapient Capital | Indianapolis | IN | 02/2023 | Present |
1. EITELJORG MUSEUM; 500 W. WASHINGTON STREET INDIANAPOLIS IN 46204; MUSEUM; INVESTMENT COMMITTEE MEMBER; PROVIDE OVERSIGHT OF FOUNDATION INVESTMENTS; AFFILIATION STARTED 05/28/2015; 12 HOURS PER YEAR; DURING SECURITIES TRADING HOURS; NOT INVESTMENT RELATED. 2. RENTAL PROPERTY; 2339 Union St Indianapolis IN 46225; Owner;Passive owner; 9/29/2017;2.0 HOURS PER MONTH; NOT DURING SECURITIES TRADING HOURS; NOT INVESTMENT-RELATED 3. BWR Holdings, LLC; 11145 Bridlewood Trail Zionsville IN 46077; Real estate investment; Manager; Management of the entity; 10/10/2017; 2.0 hours per month; not during securities trading hours; Investment-Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-02-04 |
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