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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-26 |
| TX | RA | APPROVED_RES | 2018-01-22 |
Branch Locations
36 Jordan Street Suite 2, Skaneateles, NY 13152 • 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 |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2017 |
| Stifel Nicolaus & Co Inc | Skaneateles | NY | 10/2017 | Present |
1. LEOPOLD LODGE COMPANY LLC,NEW YORK 13152-REAL ESTATE- LAND OWNER 2. Phoenix Life Ins Company; PO Box 8027 Boston MA 02266; Annuity and Life Ins; Broker; service policies- renewal commissions; 8/3/1982; 15.0 hours per year; during securities trading hours; Investment-Related. 3. Treviso Bay Rental; 9830 Giaveno Circle unit 1611, Naples, FL 13152; rental of my Condo in Naples Fla; Owner of the Unit; Collect rent pay for cleaning when rental ends; 01/01/2022; 2 Hours per Year; Not During Securities Trading Hours; Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-12 |
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