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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-20 |
| MO | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED | 2026-08-20 |
Branch Locations
800 S Lincoln Ave Pob 1356, O'FAllon, IL 62269 • United States
12300 Old Tesson Road Suite 200C, St. Louis, MO 63128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Independent Advisors, Llc | St. Louis | MO | 05/2010 | 08/2026 |
| Equitable Advisors, Llc | O'FAllon | IL | 08/2026 | Present |
1. COMMUNITY FINANCIAL ADVISORS, INC; VICE PRESIDENT; FINANCIAL ADVISORY BUSINESS FROM STIFEL INDEPENDENT PASSES THROUGH TO THIS ENTITY FOR TAX REPORTING PURPOSES; 1500.00 HOURS PER YEAR; DURING SECURITIES TRADING HOURS. 2. COMMUNITY FINANCIAL MANAGEMENT, LLC, PARTNER; LLC USED FOR BUSINESS PURPOSES AND TAX PLANNING; 800 S Lincoln O'Fallon IL 62269; Tax Preparation; CPA,CFP; accounting services; part owner of company; 09/10/2010; 40 hours per month; during securities trading hours; investment-related. 3. Community Financial Advisors, Inc 401(k) Plan; O'Fallon IL 62269; 401(k) Plan; rustee; Liason with Plan Administrator; 01/01/2018; 0 Hour Per Day; during securities trading hours; Investment-Related. 4. MBM VC LLC; PO Box 1356, 800 S Lincoln, O'Fallon, IL 62269; Real Estate Holdings; Partner; Oversight of finances of real estate holdings; 05/16/2022; 2 hours per week; During securities trading hours; Investment-Related. 5. GH REALTY GROUP, LLC; PO BOX 1356 OFALLON IL 62269; VACATION RENTAL PROPERTY; PARTNER; HELP WITH ACCOUNT FOR IT. A MANAGEMENT COMPANY WILL HANDLE THE DAY TO DAY RENTALS; 06/09/2026; 10 hours/month; during securities trading hours; Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-25 |
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