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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-11-05 |
| TX | RA | APPROVED | 2020-11-05 |
Branch Locations
4449 Easton Way Suite 120, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, Na | Columbus | OH | 12/2009 | 10/2020 |
| Stifel Nicolaus & Co Inc | Columbus | OH | 11/2020 | Present |
1. Trust Advisor; Non-Family Trust. 2. Siller Sonas Partners LLC; 250 West St Columbus OH 43215; Patrner/Owner; review meeting to discuss existing investments; 8/8/22; 4 hours/qtr; not during securities trading hours; Inv Related 3. Tree Removal; 2702 Little White Oak Load, KY 41144; selling trees from personally owned property; Land Owner, selling timber from property; Land owner, no formal duties. Contract with timber company; 04/01/2025; 1hr/yr; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-31 |
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