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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-03 |
Branch Locations
500 Chestnut Street Suite 1300, Abilene, TX 79602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Abilene | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Abilene | TX | 11/2016 | 06/2020 |
| Stifel Nicolaus & Co Inc | Abilene | TX | 06/2020 | Present |
1. Kiwanis Club of Abilene; 473 Cypress St, Ste 107 Abilene TX 79601; Non profit civic club; President; Preside over the weekly meetings, monthly board meeting and club leadership; 10/09/2024; 4 hrs/week; Not during securities trading hours; Not Investment-Related 2. Kiwanis Club of Abilene; 473 Cypress St, Ste 107 Abilene TX 79601; Civic Club; Immediate Past President; The role of the Immediate Past President is an advisory role to the current president. The Immediate Past President is a member of the board; 10/01/2025; 8hrs/yr; Not during securities trading hours; Not investment related 3. Kiwanis Club of Abilene; 473 Cypress St, Ste 107 Abilene TX 79601; Kiwanis Club of Abilene; Chair of Pancake Day Sponsorships/Foundation Donors Committee; Chair of Pancake Day Sponsorship/Foundation Donors Committee-raise funds for Pancake Day which will be given to help various non-profits. I do not handle the funds donated. They are sent directly to our secretary and given to our treasurer to deposit. The funds will be given to various non-profits in the next fiscal year, which begins in October. The determination of which non-profits receive funds and how much is determined by the board and several committees that operate under the oversight of the board; 10/01/2025; 16hrs/yr; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-22 |
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