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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-09-15 |
| TX | RA | APPROVED_RES | 2020-01-12 |
| PA | RA | APPROVED | 2007-12-21 |
Branch Locations
3701 Corporate Parkway Suite 110, Center Valley, PA 18034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Bethlehem | PA | 07/2007 | Present |
1. Rental Property; 35056 Loretta St, Bethany Beach, DE 19930; Beach House; Co-Owner; 02/01/2021; 20 Hours per Year; Not During Securities Trading Hours; Investment-Related. 2. Executive Forum of the Lehigh Valley; 6931 Robert Rd Coppersburg PA 18036; Networking Org; Board Member/Founder; Board level discussions and decision making; 1/2/2002; 5 hours per month' during sec trading hours; not inv related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-03 |
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