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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-07-07 |
| TX | RA | APPROVED | 2020-04-03 |
| ID | RA | APPROVED | 2018-06-01 |
Branch Locations
800 West Main Street Suite 1260 (12Th Floor), Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | Boise | ID | 09/2017 | Present |
| Self | Boise | ID | 07/2015 | 09/2017 |
| Congregation Ahavath Beth Israel | Boise | ID | 09/2015 | 05/2017 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-01 |
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