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Current Employers
Stifel, Nicolaus & Company, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2023-10-16
TX RA APPROVED 2023-10-13
  • MT RA
    APPROVED
    Since 2023-10-16
  • TX RA
    APPROVED
    Since 2023-10-13

Branch Locations

875 Harmon Stream Blvd Suite 200, Bozeman, MT 59718 • 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
Wells Fargo Advisors, Llc Cincinnati OH 02/2016 11/2016
Wells Fargo Clearing Services, Llc Cincinnati OH 11/2016 10/2023
Stifel, Nicolaus & Company, Incorporated Bozeman MT 10/2023 Present
Previous Registrations
Other Businesses

1. Cancer Support Community Montana; 102 S 11th Ave Bozeman MT 59715; Cancer Support Community (CSC) is a national non-profit organization dedicated to providing support to those stricken by cancer; Finance Committee Member; To perform quarterly finance reviews, review financial procedures, present budget and procedure recommendations to board; 01/17/2024; 2.00hrs/quarter; Not during securities trading hours; Not Investment-Related 2. Cancer Support Community Montana; 102 S 11th Ave Bozeman MT 59715; Cancer Support Community Montana uplifts and strengthens people impacted by cancer by providing support, fostering compassionate; Board of Trustees; We meet monthly to assure the Cancer Support Community Montana has a sustainable business plan with financial ove; 10/03/2025; 70hrs/yr; During securities trading hours; Not investment related 3. Cancer Support Community Montana; 102 S 11th Ave Bozeman MT 59715; Cancer Support Community Montana uplifts and strengthens people impacted by cancer by providing support; Vice President of Board of Trustees; I am currently on the board, but the president of the board wants me to be the VP to help lead meetings he is not able to attend; 06/11/2026; 3 hrs/month; Not during securities trading hours; Not Investment-Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-22
  • S66 Uniform Combined State Law Examination
    2016-04-22
Other Names
  • Jonas Bieliauskas

View on SEC IAPD

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