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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-10 |
| PA | RA | APPROVED | 2009-10-08 |
Branch Locations
180 Charlotte Drive Suite 100, Altoona, PA 16601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Altoona | PA | 09/2009 | Present |
Oak Spring Winery, Inc.; 2401 East Pleasant Valley Blvd. Altoona PA 16601; Winery; Co-Owner- no day to day responsibilities; 2/8/22; 0 hours; not during sec trading hours; not inv related WISE Women of Blair County; PO Box 134 Hollidayburg PA 16648; Board of Directors; Participate in meetings and decisions to support the organization and it's mission; 3/17/2026; 4 hours per month; not during sec trading hours; not inv related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-17 |
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