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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-15 |
| NJ | RA | APPROVED | 2025-08-14 |
| NY | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
478 Bay Ridge Parkway Lower Level, Brooklyn, NY 11209 • United States
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 |
|---|---|---|---|---|
| Janney Montgomery Scott Inc. | Brooklyn | NY | 03/1983 | 08/2025 |
| Stifel | Brooklyn | NY | 08/2025 | Present |
1. Fort Hamilton Citizens Action Committee; 113 Schum Ave Brooklyn NY 11252; To promote and sustain the Army in New York City. Community Relations, and promote the vital functions the base provides; Board Member; attend meetings /community relations; 04/24/2012; 1 hr/quarter; Not during security trading hours; Not Investment-Related 2. Bay Ridge Catholic Academy; 365 83rd Street Brooklyn, New York 11209; Catholic Education; Board Member; 8 meeting per year regarding school administration business; 01/24/2017; 3hrs/mth; Not during securities trading hours; Not investment related 3. Cathedral Club of Brooklyn; PO Box 270 Ft. Hamilton Station Brooklyn, NY 11209; Catholic Fund Raising for Catholic Education; Board of Governors; attend meetings discuss fundraising activities, Gala Golf Outings,etc; 01/09/2005; 2hrs/mth; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-17 |
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