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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-04 |
| MO | RA | APPROVED | 2018-10-12 |
Branch Locations
1806 Oak Ridge Circle Pob 8860, Saint Joseph, MO 64508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | St. Joseph | MO | 01/2018 | Present |
| Systems & Services Technologies, Inc. Subsidiary Of Alorica | St. Joseph | MO | 06/2014 | 10/2017 |
1. Cotillion for Achievement St. Joseph; PO Box 8323, Saint Joseph, MO 64508; A leadership dev and scholarship program, focusing on dev leadership skills honoring outstanding HS seniors and awarding them; President; attend monthly meetings/put together presentation doc for school ball events/volunteer personal time to meet/greet parents/finalis at social events held for scholarship, assist with curri for judges; 07/01/2024; 5 hrs/month; Not during securities trading hours; Not Investment-Related 2. St. Joseph Cotillion for Achievement; PO Box 8323 St. Joseph MO 64508; A leadership dev and scholarship program, focusing on dev leadership skills honoring outstanding HS seniors and awarding them; ADVISOR; attend monthly meetings as available/any events invited to for finalists/parents, available for consultation/decisions of board; 07/01/2025; 5 hrs/month; Not during security trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-11 |
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