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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-03 |
| NY | RA | APPROVED | 2021-02-19 |
Branch Locations
36 Jordan Street Suite 2, Skaneateles, NY 13152 • United States
295 Woodcliff Drive, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Skaneateles | NY | 07/2019 | Present |
| Baker Street Bakery | Rochester | NY | 09/2012 | 07/2019 |
1. Mary Cariola Center; 1000 Elmwood Ave STE 100 Rochester, NY 14620; School / care for individuals with complex disabilities; Advancement committee member; help with fundraising and philanthropic initiatives for the school; 02/02/2026; 3hrs/wk; Not during securities trading hours; Not investment related 2. Seneca Park Zoo; 2222 St Paul Street Rochester, NY 14621; conservation organization / zoo; Zoobilation Committee; Help with bringing new sponsors and fundraising via their zoobilation event; 01/15/2026; 3 hours/week; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-24 |
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