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297 King Street, Chappaqua, NY 10514 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-24 |
| TX | RA | APPROVED_RES | 2024-06-24 |
Branch Locations
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 | Garden City | NY | 01/2011 | 06/2024 |
| Samalin Wealth | Chappaqua | NY | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-15 |
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