Elizabeth Diane Scoggins

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2017 → 09/2021
  Ubs Financial Services,Inc.
  Bonita Springs, FL
• 09/2014 → 10/2017
  Next Level Church
  Fort Myers, FL
• 09/2021 → Present
  Stifel Nicolaus & Co Inc
  Fort Myers, FL

Previous Registrations

• 2018-05-15 → 2021-09-22
  Ubs Financial Services Inc.
  Bonita Springs, FL

Other Businesses

1. Scoggins Family Wyoming, LLC; 12601 Mastique Beach Blvd Apt 501, Fort Myers, FL 33908; Personal Asset LLC; Manager; Owner; 1/17/22; 2 hours/year; not during sec trading hours; Investment-Related.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-14

Other Names

• Elizabeth Diane Blackmon