Best Investors Account Sign in

Sara Banks Uffelman

Stifel, Nicolaus & Company, Incorporated

Bloomfield Hills, MI

Claim This Profile
Current Employers
Stifel, Nicolaus & Company, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-03-09
TX RA APPROVED 2022-03-09
  • MI RA
    APPROVED
    Since 2022-03-09
  • TX RA
    APPROVED
    Since 2022-03-09

Branch Locations

39533 Woodward Avenue Suite 210, Bloomfield Hills, MI 48304 • 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
Macuhealth Birmingham MI 03/2016 03/2021
Freelance Birmingham MI 03/2016 Present
Stifel Birmingham MI 03/2021 Present
  • 03/2016 → 03/2021
    Macuhealth
    Birmingham, MI
  • 03/2016 → Present
    Freelance
    Birmingham, MI
  • 03/2021 → Present
    Stifel
    Birmingham, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-08
  • S66 Uniform Combined State Law Examination
    2022-03-08

View on SEC IAPD

Other Firms

ENGLISH CAPITAL MANAGEMENT LLC
SCHWARTZ & CO.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
HIDDEN CAPITAL MANAGEMENT, LLC
PROSPERITY WEALTH STRATEGIES LLC
QUARTON CAPITAL PARTNERS
SPARTAN WEALTH MANAGEMENT

Other Investors

JANETTE LEIGH SCHAD
ROMAIN HUBERT DUCASSE
Jacob Cole Herman
Thomas Jack Schwartz
NICOLE LEE HOAG
GABRIEL STEPHEN BESHARA
Spencer Christian Eick
Gregory John Schwartz

Other Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI
LPL FINANCIAL LLC · BIRMINGHAM, MI
J.P. MORGAN SECURITIES LLC · BLOOMFIELD HILLS, MI
HIDDEN CAPITAL MANAGEMENT, LLC · BLOOMFIELD HILLS, MI
PROSPERITY WEALTH STRATEGIES LLC · Bloomfield Hills, MI
QUARTON CAPITAL PARTNERS · BIRMINGHAM, MI

More in Bloomfield Hills, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor