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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-18 |
| MD | RA | APPROVED | 2024-04-02 |
Branch Locations
303 International Circle Suite 590, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metrec Of West Virginia | Ceredo | WV | 05/2014 | 12/2016 |
| Service Pump And Supply | Huntington | WV | 03/2017 | 01/2018 |
| Long & Foster | Baltimore | MD | 09/2018 | 03/2019 |
| Tessco Technologies Inc. | Timonium | MD | 03/2019 | 10/2020 |
| Meridian Bank | Columbia | MD | 10/2020 | 04/2021 |
| Court Place Advisors, Llc | Ellicott City | MD | 05/2021 | 10/2021 |
| Court Place Advisors, Llc | Ellicott City | MD | 10/2021 | 01/2024 |
| Stifel, Nicolaus & Company, Incorporated | Hunt Valley | MD | 01/2024 | Present |
| Evie Newell (Long & Foster Realtor) | Reisterstown | MD | 02/2018 | 08/2018 |
1. Sacred Heart Church Parish Council; 63 Sacred Heart Lane Glyndon MD 21136; Service as a Parrish Council Member; Parish Council Member; Volunteering for Church activities, i.e. help setting up for events; 07/02/2024; 3.00hrs/month; Not during securities trading hours; Not Investment-Related 2. Hereford Athletic Hall of Committee; 17301 Parkton MD 21120; Volunteer with High School Athletics; Board Member of Hereford High School Athletic Hall of Fame; I will be selecting future members for the Hereford High School Athletic Hall of Fame; 01/10/2025; 2 hrs/month; Not during securities trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-17 |
| S65 | Uniform Investment Adviser Law Examination | 2021-10-25 |
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