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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-20 |
| GA | RA | APPROVED | 2015-07-07 |
Branch Locations
15 Lake Street Suite 140, Savannah, GA 31411 • 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 | Savannah | GA | 07/2015 | Present |
1. Josey Family LLC and Josey Tucker LLC; 1 Crooked Creek Lane Savannah GA 31411; Land; Manager; Manage the land; affiliation started 12/01/2016; 1.0 hours per month; during securities trading hours; not investment-related. 2. Southside Baptist Church; 5502 Skidaway Road, Savannah GA 31406; Church Finance Committee; 11/21/2017; 3 hours per quarter; not during securities trading hours; not investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-03 |
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