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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-01-20 |
Branch Locations
10400 Ne 4Th Street, Suite 2000, Bellevue, WA 98004 • 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 |
|---|---|---|---|---|
| D.A. Davidson & Co. | Bellevue | WA | 11/2010 | 01/2023 |
| Stifel, Nicolaus & Company, Incorporated | Bellevue | WA | 01/2023 | Present |
1. CDR real Property III; 213 8th Ave, Kirkland, WA 98033; rental real estate; partner; 09/01/2014; 2 Hours per Month; Not during securities trading hours; Investment-Related 2. CR Squared LLC; 213 8th Ave, Kirkland, WA 98033; Passive investments in commercial real estate; Partner; Monitor the investments, ability to withdraw cash flow as needed; 04/16/2016; Not during securities trading hours; Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-21 |
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