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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-16 |
| WA | RA | APPROVED | 2013-04-05 |
Branch Locations
10400 Ne 4Th Street, Suite 2000, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Bellevue | WA | 04/2013 | Present |
1..HILLCREST CORPORATION; INVESTMENT RELATED; MEDFORD, OR; 3% OWNERSHIP / SECRETARY-TREASURER / BOARD MEMBER / FINANCE COMMITTEE MEMBER; START DATE = 2009; 1 HOUR DEVOTED PER MONTH; NONE DURING TRADING HOURS. 2.AEP LLC; MANAGING DIRECTOR AND PARTNER; 2 HOURS PER MONTH; DURING SECURITIES TRADING HOURS. 3. Mountcrest Forest LLC; 3285 Hillcrest Rd Medford OR 97504; Timberland; Manager of Timberland; Pay bills and ok timber cutting; 01/01/2026; 2 hrs/year; Not during security trading hours; Investment-Related 4. RHP mountain Lodge LLC; 3285 Hillcrest Rd Medford OR 97504; Timberland; Manager of Timberland; Pay Bills, Approve Timber cutting; 01/01/2026; 2 hrs/month; Not during security trading hours; Investment-Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-30 |
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