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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-27 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
13030 Pierce Street Suite 201, Omaha, NE 68144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community National Bank & Trust Of Texas | Corsicana | TX | 07/2022 | 02/2026 |
| Pinnacle Bank | Mansfield | TX | 05/2021 | 07/2022 |
| Citizens National Bank Of Texas | Waxahachie | TX | 10/2020 | 04/2021 |
| Unemployed | Waxahachie | TX | 06/2020 | 10/2020 |
| Healthtexas Provider Network; Baylor Scott & White Health | Dallas | TX | 01/2020 | 06/2020 |
| Berkeley Research Group | Berkeley | CA | 10/2018 | 02/2020 |
| The Cheshire Performing Arts Academy | Cheshire | CT | 03/2015 | 06/2020 |
| Trinity Health Of New England | Hartford | CT | 11/2014 | 10/2018 |
| Stifel, Nicolaus & Company, Inc. | Omaha | NE | 02/2026 | Present |
1. Aksarben Foundation; 2120 SOUTH 72ND STREET Omaha, NE 68124; Non-profit supporting local community needs; Board member; Support the organizations non-profit goals and initiatives; 03/26/2026; 2 hrs/month; Not during securities trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-01 |
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