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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-05 |
Branch Locations
2850 North Harwood 18Th Floor & 17Th Floor, Dallas, TX 75201 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Irving | TX | 10/2011 | 07/2019 |
| Girard Securities, Inc. | San Diego | CA | 01/2012 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 08/2019 |
| National Securities Corp | Dallas | TX | 08/2019 | 07/2022 |
| National Asset Management | Dallas | TX | 08/2019 | 07/2022 |
| B. Riley Wealth Management | Memphis | TN | 07/2022 | 04/2025 |
| B. Riley Wealth Advisor | Memphis | TN | 07/2022 | 04/2025 |
| Stifel, Nicolaus & Company, Incorporated | Dallas | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-05-04 |
| S65 | Uniform Investment Adviser Law Examination | 2011-12-16 |
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