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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-02-09 |
| WI | RA | APPROVED | 2006-12-01 |
Branch Locations
1249 W. Liebau Road, Suite 250, Mequon, WI 53092 • 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 |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Inc. | Mequon | WI | 12/2006 | Present |
1. North Shore Congregational Church; 7330 N Santa Monica Blvd, Fox Point, WI 53217; Congregational Church; Chairman of the Budget Committee; Create annual budget; 09/012021; 2 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. 2. North Shore Congregational Church; 7330 N. Santa Monica Blvd Fox Point WI 53217; Congregational Church; Chairman of the Benevolence Committee; Run monthly meetings, find potential recipients for donations from the church; 06/03/2025; 2 hrs/month; Not during security trading hours; Not Investment-Related 3. North Shore Congregational Church; 7330 N Santa Monica Blvd, Fox Point, WI 53217; Church; Moderator Elect 6-26 to 6-27; Run Church Council meetings monthly; No authority over monies-the church has a treasurer, office manager, and Trustees for control of the funds; 06/01/2026; 3hrs/mth; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-16 |
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