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Current Employers
Stifel, Nicolaus & Company, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-07-07
TX RA APPROVED 2020-04-03
ID RA APPROVED 2018-06-01
  • OR RA
    APPROVED
    Since 2022-07-07
  • TX RA
    APPROVED
    Since 2020-04-03
  • ID RA
    APPROVED
    Since 2018-06-01

Branch Locations

800 West Main Street Suite 1260 (12Th Floor), Boise, ID 83702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel Boise ID 09/2017 Present
Self Boise ID 07/2015 09/2017
Congregation Ahavath Beth Israel Boise ID 09/2015 05/2017
  • 09/2017 → Present
    Stifel
    Boise, ID
  • 07/2015 → 09/2017
    Self
    Boise, ID
  • 09/2015 → 05/2017
    Congregation Ahavath Beth Israel
    Boise, ID
Other Businesses

1. Rental; 334 Evergreen Rd, Ontario, OR 97914; Farm rental; Owner; Purchasing farm land that will be rented to a family member; 02/15/2021; 0 Hours per Day; Not During Securities Trading Hours; Investment-Related. 2. Jewish Assistance Fund of Idaho; 1459 Tyrell Lane, Suite A, Boise, ID 83706; Non-profit the provides emergency relief or short term assistance to members of the community in times of crisis; Board Member; Attend meetings, assist with coordinating resources and fundraising; 12/02/2021; 5 Hours per Year; Not During Securities Trading Hours; Not Investment-Related. 3. Rental; 439 Evergreen Rd, Ontario, OR 97914; Farm rental; Owner; purchase of farm land that will be rented; 6/20/23; 0 hr/day; Not During Securities Trading Hours; Investment Related. 4. Congregation Ahavath Beth Israel; 11 N Latah ST Boise, ID 83706; Religious - Synagogue; Endowment Committee Member; Committee members oversee the endowment fund, review requests for distribution, and make reports and recommendations to the board of trustees for approval.; 08/24/2023; 4 hr/month; Not during securities trading hours; Not Investment-Related 5. Heritage Oak Farms LLC; 439 Evergreen RD Ontario OR 97914; We are setting up an LLC for our small family farm; Member; Raising a few cows, hogs, and chickens to sell; 11/02/2023; 750.00hrs/year; Not During Securities Trading Hours; Not Investment-Related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-01
  • S66 Uniform Combined State Law Examination
    2018-06-01
Designations

View on SEC IAPD

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