Kelly Ann Coffindaffer

Stifel, Nicolaus & Company, Incorporated

CRD 7788256

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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:

Current Employers

Stifel, Nicolaus & Company, Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-09-04
WV	RA	APPROVED	2024-06-24
NC	RA	APPROVED	2024-06-18

TX RA
APPROVED

Since 2024-09-04
WV RA
APPROVED

Since 2024-06-24
NC RA
APPROVED

Since 2024-06-18

Branch Locations

Charlotte, NC • United States

45 Professional Place Suite 100, Bridgeport, WV 26330 • 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

Organization	City	State	From	To
Fullbeauty Brands	New York	NY	09/2013	09/2019
Pbs Home Goods	New York	NY	09/2019	01/2020
Fullbeauty Brands	New York	NY	01/2020	06/2023
Stifel	Bridgeport	WV	07/2023	Present

09/2013 → 09/2019

Fullbeauty Brands

New York, NY
09/2019 → 01/2020

Pbs Home Goods

New York, NY
01/2020 → 06/2023

Fullbeauty Brands

New York, NY
07/2023 → Present

Stifel

Bridgeport, WV

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-15

S66 Uniform Combined State Law Examination

2024-06-15

View on SEC IAPD

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