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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Bank Of America,Na | Beaumont | TX | 12/2009 | 08/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beaumont | TX | 10/1999 | 08/2023 |
| Stifel, Nicolaus & Company, Incorporated | Beaumont | TX | 08/2023 | Present |
1. Legacy Christian Academy Beaumont TX; 8200 Beaumont TX 77713; K-12 Private School; Board Member; Oversight of the school including administration; 03/01/2021; 4.00hrs/month; Not during securities trading hours; Not Investment-Related 2. The Foundation of Southeast Texas; 700 North Street Beaumont TX 77701; The Foundation financially supports and subscribes to the seen and unseen needs of nonprofits in Southeast Texas; Board Member; I'm on the board as well participate in the investment committee; 01/01/2022; 4.00HRS/quarter; During securities trading hours; Not Investment-Related 3. Legacy Christian Academy Beaumont, TX; 8200 TX-105 Beaumont, TX 77713; K-12 Private School; Treasurer; My main responsibility with this new role is to sign checks for the school. The other officers on the board have the authority to sign checks as well. The business manager for the school of whom answers to the school board is mainly responsible for the day to day activities of the finances for the school; 06/12/2026; 4hrs/mth; During securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-24 |
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