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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-14 |
| IN | RA | APPROVED | 2017-02-28 |
Branch Locations
8900 Keystone Crossing Suite 300, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Securities Corporation | Indianapolis | IN | 08/2009 | 02/2017 |
| Stifel, Nicolaus & Company, Incorporated | St. Louis | MO | 02/2017 | Present |
1. BBS Investments, LLC; 221 Wood Violet Trail Marietta SC 29661; This is a family partnership with his father, and brother; Partner; Makes the investing decisions as well as how the money is to be used in conjunction with his father and brother; affiliation started 10/02/2000; 0.00 hours per day; not during securities trading hours; investment-related. 2. Jacobson Family Investments, LLC; 10500 Trebah Circle Carmel, IN 46032; Family investment Partnership; Managing Partner; management of investments, oversight of any withdrawals; 11/06/2025; 1hrs/mth; Not during securities trading hours; Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-08 |
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