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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-22 |
| FL | RA | APPROVED | 2025-01-08 |
Branch Locations
3150 Cardinal Drive Suite 101, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-06 |
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