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Gary Michael Holstine

Stifel, Nicolaus & Company, Incorporated

Miamisburg, OH

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Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-05-17
OH RA APPROVED 2023-03-03
  • TX RA
    APPROVED_RES
    Since 2023-05-17
  • OH RA
    APPROVED
    Since 2023-03-03

Branch Locations

10050 Innovation Drive Suite 340, Miamisburg, OH 45342 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Beavercreek OH 05/2009 11/2016
Wells Fargo Clearing Services, Llc Beavercreek OH 11/2016 02/2023
Stifel, Nicolaus & Company, Incorporated Dayton OH 02/2023 Present
Previous Registrations
  • 2008-01-01 → 2023-03-03
    Wells Fargo Clearing Services, Llc
    Miamisburg, OH
    Dayton, OH
  • 1999-08-09 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Dayton, OH
    Kettering, OH
    St. Louis, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-11-16
  • S63 Uniform Securities Agent State Law Examination
    1984-11-16

View on SEC IAPD

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Other Investors

JOSEPH SAMUEL ZAIDAIN
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JOSEPH CARL FISHER
JONATHAN PAUL HLAVAC
LISA A BLOCK
DUANE JERROD GILLMAN
JAMES ROBERT ST.PIERRE
Wesley Gooding

Other Offices

SUMMIT FINANCIAL, LLC · MIAMISBURG, OH
EAGLE STRATEGIES LLC · MIAMISBURG, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · West Carrollton, OH
EVERHART ADVISORS · Miamisburg, OH
W&S BROKERAGE SERVICES, INC. · Miamisburg, OH
FIFTH THIRD SECURITIES, INC. · MIAMISBURG, OH
EDWARD JONES · WEST CARROLLTON, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Dayton, OH

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