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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-20 |
Branch Locations
225 East St. Paul Avenue, Suite 305, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Independent Advisors, Llc | Milwaukee | WI | 11/2006 | 08/2026 |
| Equitable Advisors, Llc | Milwaukee | WI | 08/2026 | Present |
1. Tenuta's Italian Restaurant;2995 S Clement Ave Milwaukee WI 53207;Restaurant;owner;management;12/19/2003;10 hr/wk; not during securities trading hours;not investment related. 2. F10 LLC;2912 S Delaware Ave Milwaukee WI 53207;Rental property;manager;maintain properties;12/1/99;10 hr/mo; not during securities trading hours;investment related. 3. F10 Restaurants DBA Tenuta's Italian Restaurant; 2995 S Clement Ave Milwaukee WI 53207; Restaurant; owner; owner. Financials, payroll; 12/19/2003; 10.00hrs/week; not during securities trading hours; not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-26 |
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