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Stifel, Nicolaus & Company, Incorporated CRD 793
$198B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-04 |
| ID | RA | APPROVED | 2022-10-10 |
Branch Locations
800 West Main Street Suite 1260 (12Th Floor), Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Boise | ID | 01/2011 | 04/2017 |
| Sky Ranch Inc | Dallas | TX | 05/2017 | 05/2018 |
| Carollo | Boise | ID | 06/2018 | 10/2018 |
| Bank Of America | Dallas | TX | 11/2018 | 07/2019 |
| Visitpay | Boise | ID | 08/2019 | 08/2022 |
| Stifel, Nicolaus & Company, Incorporated | Boise | ID | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-07 |
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