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680 Fifth Avenue 22Nd Floor, New York, NY 10019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-08 |
| NJ | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-06-26 |
| NY | RA | APPROVED | 2025-02-19 |
Branch Locations
680 Fifth Avenue 22Nd Floor, New York, NY 10019 • 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 & Company, Incorporated | St. Louis | MO | 12/2015 | 02/2025 |
| The Quick Group Llc | New York | NY | 02/2025 | Present |
| Finalis Securities Llc | New York | NY | 08/2025 | Present |
1) The Quick Group, LLC; yes; 680 FIFTH AVENUE, 220, NY, NY. 10019; RIA and Investment Bank; Managing partner; 02/14/2025; 100; 100; Managing partner at RIA and Investment Bank; 2) Finalis Securities LLC - Registered Representative - Investment Related - Started 08/2025 - 100; 100; Securities Transactions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-18 |
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