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One Federal Street 19Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-14 |
Branch Locations
704C E 13Th St Suite 112, Whitefish, MT 59937 • United States
645 East Missouri Avenue Suite 170, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Kalispell | MT | 06/2016 | 01/2022 |
| Moors Cabot Inc | Kalispell | MT | 01/2022 | Present |
1) Evergreen , Chamber of Commerce-1400 Hwy 2 East Kalispell, MT 59901, Membership in the chamber to promote business development as well as networking with business and community; monthly educational meetings; no compensation. 2) Endowment Foundation Lay Board Member, The Episcopal Diocese of Montana; 515 N Park Ave, Helena, MT 59601; 4 hours per month, Investment Related: Yes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-09 |
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