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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-25 |
Branch Locations
2850 North Harwood 18Th Floor & 17Th Floor, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Dallas | TX | 05/2011 | 08/2020 |
| Stifel Nicolaus & Co Inc | Dallas | TX | 08/2020 | Present |
1. Shane and Tracey Stein; 6623 Longfellow Dr, Dallas, TX 75230; Rental Property; Co-owner with wife; Tenant relationship and upkeep; 07/01/2015; 1 Hours per Month; Not During Securities Trading Hours; Investment-Related. 2. Kenshire Records, LLC; 6623 Longfellow Dr, Dallas, TX 75230; Support recording an album; Executive Producer; Fund recording album and side project tracks; 08/03/2020; 1 Hour per Week; Not During Securities Trading Hours; Not Investment-Related. 3. Now Cuisine, Inc; 3232 McKinney Ave, Suite 500, Dallas, TX 75204; Start-up creating robotic kiosks for the food industry; Advisory Board Member; Strategizing; 01/17/2022; 2 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. 4. Hillels of North Texas; 1920 N. Coit Rd., Suite 200314 Richardson TX 75080; Nonprofit organization supporting Jewish student life on campus at a couple local universities; Board Member; Helping support the organization and students though advice, donations, and relationships; 06/03/2024; 2.00hrs/month; not during securities trading hours; Not Investment Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-12 |
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