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Julie Tener

Stifel, Nicolaus & Company, Incorporated

Atlanta, GA

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Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-02-04
GA RA APPROVED 2022-01-07
  • TX RA
    APPROVED_RES
    Since 2022-02-04
  • GA RA
    APPROVED
    Since 2022-01-07

Branch Locations

3630 Peachtree Road Ne, 4Th Floor, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Securities, Llc Atlanta GA 01/2013 02/2021
Truist Investment Services, Inc. Atlanta GA 02/2021 01/2022
Truist Advisory Services, Inc. Atlanta GA 02/2021 01/2022
Stifel Nicolaus & Co Inc Atlanta GA 01/2022 Present
  • 01/2013 → 02/2021
    Bb&T Securities, Llc
    Atlanta, GA
  • 02/2021 → 01/2022
    Truist Investment Services, Inc.
    Atlanta, GA
  • 02/2021 → 01/2022
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 01/2022 → Present
    Stifel Nicolaus & Co Inc
    Atlanta, GA
Previous Registrations
  • 2021-02-17 → 2022-01-05
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 2013-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Atlanta, GA
    Richmond, VA
  • 2011-03-03 → 2013-01-02
    Scott & Stringfellow, Llc
    Atlanta, GA
  • 2009-07-16 → 2011-02-23
    Morgan Stanley
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-02
  • S66 Uniform Combined State Law Examination
    2009-07-02

View on SEC IAPD

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