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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 2024-11-27
TX RA APPROVED 2024-11-27
  • OR RA
    APPROVED
    Since 2024-11-27
  • TX RA
    APPROVED
    Since 2024-11-27

Branch Locations

1174 Cornucopia Street Nw Suite 230, Salem, OR 97304 • 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, Nicolaus, & Co. Salem OR 07/2023 Present
Coria Estates Salem OR 05/2022 08/2023
Lutheran Summer Music Valparaiso IN 06/2022 07/2022
Self-Employed/Contractor Salem OR 08/2022 Present
House Of Smith Jet City Winery Seattle WA 09/2021 05/2022
Self-Employed Seattle WA 09/2021 03/2022
Self-Employed Monmouth OR 09/2020 06/2021
Coria Estates Salem OR 07/2021 08/2021
Unemployed Salem OR 03/2020 08/2020
Musical Theater Camp, Virtual Salem OR 06/2020 08/2020
Camp Lutherwood Oregon Cheshire OR 06/2019 03/2020
St. Olaf College Northfield MN 09/2015 05/2019
Camp Lutherwood Oregon Cheshire OR 06/2018 08/2018
Camp Lutherwood Oregon Cheshire OR 06/2017 08/2017
Cafe Yumm Salem OR 06/2016 08/2016
  • 07/2023 → Present
    Stifel, Nicolaus, & Co.
    Salem, OR
  • 05/2022 → 08/2023
    Coria Estates
    Salem, OR
  • 06/2022 → 07/2022
    Lutheran Summer Music
    Valparaiso, IN
  • 08/2022 → Present
    Self-Employed/Contractor
    Salem, OR
  • 09/2021 → 05/2022
    House Of Smith Jet City Winery
    Seattle, WA
  • 09/2021 → 03/2022
    Self-Employed
    Seattle, WA
  • 09/2020 → 06/2021
    Self-Employed
    Monmouth, OR
  • 07/2021 → 08/2021
    Coria Estates
    Salem, OR
  • 03/2020 → 08/2020
    Unemployed
    Salem, OR
  • 06/2020 → 08/2020
    Musical Theater Camp, Virtual
    Salem, OR
  • 06/2019 → 03/2020
    Camp Lutherwood Oregon
    Cheshire, OR
  • 09/2015 → 05/2019
    St. Olaf College
    Northfield, MN
  • 06/2018 → 08/2018
    Camp Lutherwood Oregon
    Cheshire, OR
  • 06/2017 → 08/2017
    Camp Lutherwood Oregon
    Cheshire, OR
  • 06/2016 → 08/2016
    Cafe Yumm
    Salem, OR
Other Businesses

1. Self-employed; 4032 Evesham Lane SE; Salem, OR 97302; Voice Teacher; Teaching vocal music lessons to children, teens, and adults, both privately and as contracted by nonprofits that work with the school district; 8/1/22; 25 hr/mo; Not During Securities Trading Hours; Not Investment Related. 2. St. Paul's Episcopal Church Choir; 1444 Liberty St SE, Salem, OR 97302; Singer; Rehearse weekly and perform during most weekly Sunday services, leading some smaller rehearsals and performing solos and special projects as requested; 9/22/22; 4 hr/wk; Not During Securities Trading Hours; Not Investment Related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-26
S63 Uniform Securities Agent State Law Examination 2024-08-14
  • S66 Uniform Combined State Law Examination
    2024-11-26
  • S63 Uniform Securities Agent State Law Examination
    2024-08-14
Other Names
  • Natalie Carlisle

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