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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-22 |
Branch Locations
821 E Se Loop 323 Suite 400, Tyler, TX 75701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Tyler | TX | 06/2005 | 05/2025 |
| Stifel, Nicolaus & Company, Incorporated | Tyler | TX | 05/2025 | Present |
1. Preservation Texas; PO Box 3514 San Marcos TX 78667; The preservation and education on historical sites and structures in Texas; Board Member; 05/01/2025; 5 hrs/month; Not during security trading hours; Not Investment-Related 2. Smith County Historical Commission; 200 E. Ferguson Tyler TX 75701; To bring awareness of historical places and events in Smith County. Help in getting State of Texas historical plaques; Board member; Provide support for the board in above duties; 04/13/2025; 1 hr/month; During security trading hours; Not Investment-Related 3. All Saints Episcopal School Endowment Committee; 2695 SSW Loop 323 Tyler TX 75701; Make sure the endowment of All Saints is being properly run and distributed; Committee Member; 05/01/2023; 1 hr/month; During Security Trading Hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-16 |
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