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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-07-29 |
| TN | RA | APPROVED | 2013-07-18 |
Branch Locations
3102 West End Avenue Suite 700, Nashville, TN 37203 • United States
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 |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Nashville | TN | 07/2013 | Present |
1. CFA Institute; Professional Society; Exam Grader; Evaluate and Grade Exams for CFA Candidates; affiliation started 06/01/2002; 80 hours per year; not during securities trading hours; investment related. 2. Tennessee Masonic Widows and Orphans; 100 7th Ave N #4 Nashville TN 37203; Offer relief for destitute masonic widows and orphans; buy/sell fixed income and equity securities; part of the investment committee; oversight of investment accounts; affiliation started 08/01/2015; 2 hours per month; not during securities trading hours; not investment related. 3. Abbottsford Home Owners Association; Abbottsford, Nashville, TN 37215; Board of Directors; Physical asset and engagement committees; 08/03/2020; 4 Hours per Month; During Securities Trading Hours; Not Investment-Related. 4. Al-Menah Shron; 1604 Elm Hill Pike Nashville TN 37210; Fraternal Organization; Member of Investment Committee; Oversee the entity's investment; 08/01/2023; 2.00hrs/month; not during securities trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-15 |
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