Best Investors Account Sign in
Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-04-18
  • TX RA
    APPROVED
    Since 2019-04-18

Branch Locations

6303 Cowboys Way, Frisco, TX 75034 • United States

2850 North Harwood 18Th Floor & 17Th Floor, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America, N.A. Dallas TX 12/2009 04/2019
Stifel Nicolaus & Co Inc Dallas TX 04/2019 Present
  • 12/2009 → 04/2019
    Bank Of America, N.A.
    Dallas, TX
  • 04/2019 → Present
    Stifel Nicolaus & Co Inc
    Dallas, TX
Previous Registrations
Other Businesses

1. Holliv Partners LLC;6819 Santa Maria Lane Dallas TX 75214;LLC to hold joint investments; owner; Joint manager of LLC; 7/1/19; 0 hr/day; not during securities trading hours; investment related. 2. Notre Dame School of Dallas Board; 2018 Allen St, Dallas, TX 75204; School serves students with developmental disabilities; Board member; Assist in helping the mission of the school; 06/01/2022; 3 Hours per Quarter; Not During Securities Trading Hours; Not Investment-Related. 3. Notre Dame School of Dallas Foundation; 2018 Allen St, Dallas, TX 75204; School serves students with developmental disabilities; Foundation Board Member; 4 zoom calls a year to look over the financial well-being of the school; 08/22/2022; 1 Hour per Quarter; Not During Securities Trading Hours; Not Investment-Related. 4. Jesuit College Preparatory School of Dallas Foundation Committee; 12345 Inwood Dallas TX 75244; Catholic preparatory high school in Dallas of which I am an alumnus; Comittee Member; Quarterly meetings to discuss financial stability of the school and how they are positioned with current economic issues; 07/01/2022; 3 Hours per Quarter; Not During Securities Trading Hours; Not Investment-Related. 5. HolRee Energy LLC; 7122 Alexander Dallas TX 75214; This is a sole member LLC I wish to create to hold my interest as an investor in the Carmac Franks oil well; To hold interest in oil well in an LLC instead of joint name for liability purpose; 11/01/2023; 0.00hours/year; Not during securities trading hours; Investment-Related 6. Notre Dame School of Dallas; 2018 Allen Dallas TX 75204; School for intellectually disabled children; Finance Committee Chair; Representative of the Board that chairs the finance committee which helps the headmaster with budgetary questions; 08/15/2024; 3.00hrs/month; During Securities Trading Hours; Not Investment-Related. 7. Jesuit Dallas Foundation; 12345 Inwood Rd Dallas, TX 75244; This is the foundation for a private Catholic high school that I attended; Board of Trustees; To attend quarterly meetings for the benefit of the student at Jesuit College Prep of Dallas; 08/24/2026; 2hrs/qtr; Not during securities trading hours; Not investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-14
  • S66 Uniform Combined State Law Examination
    2009-10-14
Other Names
  • Jr Koeijmans

View on SEC IAPD

More in Frisco, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor