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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-10-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Waco | TX | 05/2009 | 10/2016 |
| Stifel Nicolaus & Co Inc | Waco | TX | 10/2016 | Present |
1. Philnick Properties; 10 Hillandale Waco TX 76710; Farming Family Business; Owner Managing Partner Family only; hires farmers /do taxes; affiliation started 02/02/2010; 2 hours per month; not during securities trading hours; not investment-related. 2. WISD Education Foundation; 501 Franklin Waco TX 76710; Education; Board Member; Meeting Treasurer; affiliation started 01/03/2000; 2.0 hours per month; not during securities trading hours; not investment-related. 3. Steve Myatt LLC; 10 Hillandale Rd, Waco, TX 76710; Purchasing Raw Land; Manager; Pay Taxes; 10/01/2021; 5 Hours per Year; Not During Securities Trading Hours; Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1981-07-13 |
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