Best Investors Account Sign in
Current Employers
Stifel, Nicolaus & Company, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-08-04
  • GA RA
    APPROVED
    Since 2020-08-04

Branch Locations

3555 North Crossing Circle, Valdosta, GA 31602 • 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
Morgan Stanley Private Bank, National Association New York NY 01/2015 07/2020
Stifel Nicolaus & Co Inc Valdosta GA 07/2020 Present
  • 01/2015 → 07/2020
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 07/2020 → Present
    Stifel Nicolaus & Co Inc
    Valdosta, GA
Previous Registrations
Other Businesses

1. Grand Bay Company; 612 N Patterson St, Valdosta, GA 31601; Land Management; CEO; 12/31/2009; 20 Hours per Month; Not During Securities Trading Hours; Investment-Related. 2. Langdale Timber Holdings LLC; 612 N Patterson St, Valdosta, GA 31601; Real Estate Holding Company; Minority Owner; Occasional pay invoices; 12/31/2009; 2 Hours per Year; Not During Securities Trading Hours; Investment-Related. 3. Blue Chip Partners; 612 N Patterson St, Valdosta, GA 31601; Real Estate Investments; Managing Member; Day to day activities; 06/01/2012; 2 Hours per Month; During Securities Trading Hours; Investment-Related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-17
  • S66 Uniform Combined State Law Examination
    2007-07-17

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Valdosta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor