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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-13 |
| MD | RA | APPROVED | 2022-02-04 |
| MI | RA | APPROVED | 2019-04-11 |
| TX | RA | APPROVED | 2019-04-11 |
Branch Locations
39533 Woodward Avenue Suite 210, Bloomfield Hills, MI 48304 • United States
Delray Beach, FL • United States
Sherwood Forest, MD • 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 |
|---|---|---|---|---|
| Oppenheimer & Co | Bloomfield Hills | MI | 10/2006 | 04/2019 |
| Stifel Nicolaus & Co Inc | Birmingham | MI | 04/2019 | Present |
1. Racquet Up Detroit (RUD); P.O. Box 11404 Detroit MI 48211; Minority youth mentorship and education from grade 5 through college; Member of the Advisory Council & Investment Committee; Meet occasionally with Investment Committee, fundraise; 01/05/2011; 4 Hour(s) Per Quarter; During securities trading hours; Not Investment-Related. 2. Racquet Up Detroit Foundation; 6530 Outer W Drive, Detroit, MI 48235; Support the charitable works of racquet up Detroit; Treasurer; Help manage and distribute foundation assets; 06/01/2022; 3 Hours per Quarter; Not During Securities Trading Hours; Not Investment-Related. 3. Racquet Up Detroit Foundation; 6530 Outer W Drive, Detroit, MI 48235; Support the charitable works of racquet up Detroit; Chairman of Investment Committee and Board Member; Advise on Investments; 01/01/2023; 3 Hours per Quarter; Not during securities trading hours; Not Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-13 |
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