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Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-22
FL RA APPROVED 2025-01-08
  • TX RA
    APPROVED
    Since 2025-01-22
  • FL RA
    APPROVED
    Since 2025-01-08

Branch Locations

3150 Cardinal Drive Suite 101, Vero Beach, FL 32963 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel Vero Beach FL 10/2024 Present
Unemployed Vero Beach FL 06/2024 10/2024
Pss Staffing Associates, Llc Tukwila WA 01/2024 06/2024
Parker Staffing Associates, Llc Tukwila WA 06/2022 12/2023
Cowabunga, Inc. Alpharetta GA 02/2019 06/2022
Ennis, Pellum & Associates, Cpas Jacksonville FL 12/2016 01/2019
University Of North Florida Jacksonville FL 05/2016 12/2017
  • 10/2024 → Present
    Stifel
    Vero Beach, FL
  • 06/2024 → 10/2024
    Unemployed
    Vero Beach, FL
  • 01/2024 → 06/2024
    Pss Staffing Associates, Llc
    Tukwila, WA
  • 06/2022 → 12/2023
    Parker Staffing Associates, Llc
    Tukwila, WA
  • 02/2019 → 06/2022
    Cowabunga, Inc.
    Alpharetta, GA
  • 12/2016 → 01/2019
    Ennis, Pellum & Associates, Cpas
    Jacksonville, FL
  • 05/2016 → 12/2017
    University Of North Florida
    Jacksonville, FL
Other Businesses

1. Impact 100 Indian River; PO Box 643425 Vero Beach FL 32964; Supporting local nonprofits by bringing together the women of Indian River County; I will be a member of the organization participating with a grant committee; I will be a general member and also will review grant application submitted; 04/28/2025; 1 hr/month; During security trading hours; Not Investment-Related 2. Clean Water Coalition of Indian River County Inc; PO Box 2171 Vero Beach, FL 32961; Nonprofit entity dedicated to the protection and restoration of our waters; Treasurer; Bookkeeping, annual filings, reporting, cutting aprox 5 checks per month for expenses.; 06/16/2025; 2hrs/mth; Not during securities trading hours; Not investment related 3. Vero Beach Country Club; 800 30th St Vero Beach, FL 32960; Country Club; Member of the Finance Committee; Part of the committee that helps keep the club goals aligned with the membership spending; 02/10/2026; 1hr/mth; Not during securities trading hours; Not investment related 4. Impact 100 Indian River; PO Box 643425 Vero Beach, FL 32964; This is a non-profit that pools money from its members to give grants to other non-profits; Treasurer; I will be responsible for reviewing and overseeing the financials; 07/22/2026; 3hrs/mth; Not during securities trading hours; Not investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-06
  • S66 Uniform Combined State Law Examination
    2025-01-06
Other Names
  • Carrie L Orcutt
  • Carrie Leigh Orcutt

View on SEC IAPD

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