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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-01-11 |
| TX | RA | APPROVED | 2023-01-11 |
Branch Locations
2015 Clubhouse Drive Suite 202, Greeley, CO 80634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greeley | CO | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greeley | CO | 11/2016 | 01/2023 |
| Stifel, Nicolaus & Company, Incorporated | Greeley | CO | 01/2023 | Present |
1. Colorado Notary Public; 2025 Clubhouse Dr Suite 202 Greeley CO 80634; Notary public services; notarizing papers; 10/19/2023; 0.00hrs/day; During Securities Trading Hours; Not Investment-Related. 2. University of Northern Colorado; 800 17th St Greeley CO 8063; College; Adjunct professor of finance course; lecture finance course. I have done this since 2018; 01/09/2024; 4.00hrs/week; Not During Securities Trading Hours; Not Investment-Related. 3. Rental Property; 509 Deville Dr Greeley, CO 80634; Single family home that is now leased for 11 months. Landlord activity; Landlord; Landlord of my own rental property; 08/26/2026; 10hrs/yr; Not during securities trading hours; Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-30 |
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