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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-06 |
| CA | RA | APPROVED | 2012-01-13 |
Branch Locations
One Montgomery Street Suites 3300, 3500, 3600, & 3700, San Francisco, CA 94104 • United States
San Francisco, CA • 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 & Co Inc | San Francisco | CA | 11/2011 | Present |
1.The Grandview Group, LLC; 2539 Larkin Street, San Francisco, CA 94109; LLC to make real estate investments; Member; Review and invest in projects; 06/01/2009; 10 Hours per Month; Not during securities trading hours; Investment Related. 2. The San Francisco Campus for Jewish Living; 302 Siler Avenue, San Francisco, CA 94112; Board Member; 7/2/12; 5 hr/wk; Not During Securities Trading Hours; Not Investment Related. 3. Design Haus, SL; Sicilia, 253, 5-3 Barcelona OT 08025 Spain; Buy, renovate and sell real estate; Member/ Partner; analyze real estate transactions; 04/20/2023; 5.00hrs/month; Not During Securities Trading Hours; Investment Related. 4. Plan B Partners, SL; Sicilia, 253, 5-3 Barcelona OT 08025 Spain; Buy & renovate Real Estate; Member/Owner; Make investments in property; 07/04/2013; 5.00hrs/week; During Securities Trading Hours; Investment Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-12 |
| S66 | Uniform Combined State Law Examination | 2002-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-11 |
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