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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-04-10 |
| OH | RA | APPROVED | 2013-08-19 |
Branch Locations
10050 Innovation Drive Suite 340, Miamisburg, OH 45342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Dayton | OH | 08/2013 | Present |
1. The University of Dayton Davis Center for Portfolio Management; Student run investment fund for the University of Dayton; Board Member; Advise students on their processes, procedures and decisions regarding the student decisions for investment portionof the university's endowment. Not providing buy/sell recommendations; 01/02/2012; 5 Hours per Year; Not during security trading hours; Not Investment-Related. 2. Weiland Properties; 3896 W Summit Ridge Dr, Dayton, OH 45430; Could invest in properties in the future; Sole Owner; Investor; 11/29/2019; 4 Hours per Month; Not During Securities Trading Hours; Investment-Related. 4. Kettering Sister City; 3600 Shroyer Road, Kettering, OH 45429; Non-profit, arranges trips to sister cities of Kettering, OH for youth and adults; Board Member; Attend meetings, volunteer for events; 08/16/2021; 20 Hours per Year; Not During Securities Trading Hours; Not Investment-Related. 5. Executor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-04 |
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