Elisha Davis Porterfield

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 02/2017
  City Securities Corporation
  Indianapolis, IN
• 02/2017 → Present
  Stifel, Nicolaus & Company, Incorporated
  Crown Point, IN

Previous Registrations

• 2010-11-22 → 2017-02-28
  City Securities Corporation
  Indianapolis, IN
  Indianapolis, IN
  Crown Point, IN
  Indianapolis, IN

Other Businesses

1.Rental Unit; 1205 Domke Dr Valparaiso IN 46383; Room rental inside my personal residence; Landlord; 02/26/2024; 1.00hr/month; Not during securities trading hours; Investment-Related 2. Victory Christian Academy; 360 N 325 E Valparaiso, IN 46383; Christian Education K-12; Fundraising and Communication with Community; Meeting with local business owners, donors, friends, alumni of VCA to encourage donations and possible internship partnerships for students with local businesses; 04/20/2026; 15hrs/wk; During securities trading hours; Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2010-11-19
• S63 Uniform Securities Agent State Law Examination
  2005-06-28

Designations

• Certified Financial Planner

Other Names

• Elisha May Davis
• Elisha May Davis
• Elisha May Porterfield
• Elisha Davis Porterfield
• Elisha May Porterfield