Donielle Christina Davis

Stifel, Nicolaus & Company, Incorporated

CRD 6953984

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Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Stifel, Nicolaus & Company, Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-06-12
CA	RA	APPROVED	2025-05-27

TX RA
APPROVED

Since 2025-06-12
CA RA
APPROVED

Since 2025-05-27

Branch Locations

3554 Round Barn Blvd Suite 200, Santa Rosa, CA 95403 • 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

Organization	City	State	From	To
Santa Rosa Golf And Country Club	Santa Rosa	CA	03/2006	05/2018
Stifel Nicolaus	Santa Rosa	CA	05/2018	Present

03/2006 → 05/2018

Santa Rosa Golf And Country Club

Santa Rosa, CA
05/2018 → Present

Stifel Nicolaus

Santa Rosa, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-23

S66 Uniform Combined State Law Examination

2025-05-23

Other Names

Donielle Christina Mish
Donielle Christina Davis

View on SEC IAPD

Nearby Firms

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Nearby Investors

JAMES BERNARD BERTERO

MICHAEL KEVIN MOBERLY

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Nearby Offices

MORGAN STANLEY · Santa Rosa, CA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Santa Rosa, CA

CALDWELL SUTTER CAPITAL, INC. · Santa Rosa, CA

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