Jeffrey Leo Morenz

Current Employers

Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-01-10
IA	RA	APPROVED	2009-10-16

FL RA
APPROVED

Since 2022-01-10
IA RA
APPROVED

Since 2009-10-16

Branch Locations

301 Chestnut Street, Atlantic, IA 50022 • United States

Port Orange, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Stifel, Nicolaus & Company, Incorporated	Atlantic	IA	10/2009	Present

10/2009 → Present

Stifel, Nicolaus & Company, Incorporated

Atlantic, IA

Previous Registrations

1999-01-01 → 2009-10-16

Ubs Financial Services Inc.

Omaha, NE

Atlantic, IA

Atlantic, IA

Other Businesses

State of Iowa--Notary Public; Lucas Building, Des Moines IA 50319; Notarize client documents; 11/30/1995; 0.00 Hour(s) Per Day - during securities trading hours; Not Investment Related

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-05-12
S63	Uniform Securities Agent State Law Examination	1991-12-04

S65 Uniform Investment Adviser Law Examination

1999-05-12
S63 Uniform Securities Agent State Law Examination

1991-12-04

View on SEC IAPD

Current Employers

Stifel, Nicolaus & Company, Incorporated

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews