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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-03 |
| MN | RA | APPROVED | 2021-09-17 |
Branch Locations
111 South 2Nd Street Suite 110, Mankato, MN 56001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | Mankato | MN | 10/2020 | Present |
| Taylor Corporation | North Mankato | MN | 10/2018 | 10/2020 |
| Zayo Group | Mankato | MN | 04/2018 | 09/2018 |
| Neutral Path Communications | Mankato | MN | 11/2015 | 04/2018 |
1. Latitude 44 Plumbing & Heating LLC; 27684 Maple Ln, Madison Lake, MN 56063; Plumbing and heating; Co-owner; Bookkeeping; 07/01/2021; 1 Hour per Week; Not During Securities Trading Hours; Not Investment-Related. 2. Greater Mankato Area United Way; 127 S 2nd St, Mankato, MN 56001; Non profit focusing on the health, basic needs, and education of the Greater Mankato area; Board Member; help spread the word about the United Way's mission, volunteer at events; 3/28/23; 2 hr/wk; During Securities Trading Hours; Not Investment Related. 3. Greater Mankato Area United Way; 127 S 2nd St, Mankato, MN 56001; Greater Mankato Area United Way's mission is to unite the community to secure and invest resources to improve people's lives; Campaign Chair; I will be the leader of the fundraising effort for the 2027 campaign; 02/24/2026; 3hrs/wk; During securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-16 |
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