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Bryan Nathanael Benelli

Stifel, Nicolaus & Company, Incorporated

San Jose, CA

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Current Employers
Stifel, Nicolaus & Company, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-29
CA RA APPROVED 2024-01-26
  • TX RA
    APPROVED
    Since 2024-01-29
  • CA RA
    APPROVED
    Since 2024-01-26

Branch Locations

550 S Winchester Blvd Suite 500, San Jose, CA 95128 • 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
Stifel, Nicolaus & Company Incorporated San Jose CA 03/2023 Present
Red Tower Advisors San Carlos CA 09/2021 03/2023
Jackson Hewitt Tax Services, Inc. Fremont CA 12/2020 05/2022
Financial Planning Association San Jose CA 06/2020 07/2020
Bryant University Smithfield RI 09/2018 03/2020
N/A San Jose CA 01/2017 09/2018
Azul Hospitality Group Palo Alto CA 04/2016 12/2016
N/A San Jose CA 04/2020 07/2020
Boston Institute Of Finance/Brett Danko Llc Waltham MA 08/2020 11/2020
  • 03/2023 → Present
    Stifel, Nicolaus & Company Incorporated
    San Jose, CA
  • 09/2021 → 03/2023
    Red Tower Advisors
    San Carlos, CA
  • 12/2020 → 05/2022
    Jackson Hewitt Tax Services, Inc.
    Fremont, CA
  • 06/2020 → 07/2020
    Financial Planning Association
    San Jose, CA
  • 09/2018 → 03/2020
    Bryant University
    Smithfield, RI
  • 01/2017 → 09/2018
    N/A
    San Jose, CA
  • 04/2016 → 12/2016
    Azul Hospitality Group
    Palo Alto, CA
  • 04/2020 → 07/2020
    N/A
    San Jose, CA
  • 08/2020 → 11/2020
    Boston Institute Of Finance/Brett Danko Llc
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-25
S65 Uniform Investment Adviser Law Examination 2019-11-19
  • S66 Uniform Combined State Law Examination
    2024-01-25
  • S65 Uniform Investment Adviser Law Examination
    2019-11-19
Designations

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN JOSE, CA
J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
EQUITABLE ADVISORS, LLC · CAMPBELL, CA
ROLO VENTURES MANAGEMENT LLC · SAN JOSE, CA

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