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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| PA | RA | APPROVED | 2016-03-09 |
Branch Locations
235 St. Charles Way Suite 100, York, PA 17402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | York | PA | 03/2014 | Present |
1. Leave a Legacy York County; 137 E Market St York PA 17401; Assists nonprofits in York County in promoting planned gifts; Member; Encouraging charitable giving in the estate planning process; 03/18/2025; 2 hrs/month; During security trading hours; Investment-Related 2. Hayshire Elementary- Central York School District PTO; 2801 Hayshire Dr York PA 17406; Organizing school events to encourage sense of community at the elementary school; General member; Assistance with event coordination; 03/06/2025; 4 hrs/month; Not during security trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-09 |
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