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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-04 |
Branch Locations
2850 North Harwood 18Th Floor & 17Th Floor, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B. Riley Wealth Management | Dallas | TX | 04/2012 | 04/2025 |
| B. Riley Wealth Advisors, Inc. | Dallas | TX | 07/2022 | 04/2025 |
| Stifel, Nicolaus & Company, Incorporated | Dallas | TX | 04/2025 | Present |
1. Lutz Management Co LLC; 6475 Norway Rd Dallas TX 75230; GP of Family LP; President; Collect and Distribute cash; 01/03/2011; 2 hours per month; not during securities trading hours; Inv Related 2. Lutz Investments LP; 6475 Norway Rd Dallas TX 75230; Family Investments; President; Investment decisions and cash distributions; 01/03/2011; 2 hours per month; not during securities trading hours; Inv Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-13 |
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