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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-04-04 |
| TX | RA | APPROVED | 2024-04-04 |
Branch Locations
13030 Pierce Street Suite 201, Omaha, NE 68144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hy-Vee | Omaha | NE | 12/2007 | 08/2018 |
| Fiserv | Omaha | NE | 08/2018 | 01/2024 |
| Stifel | Omaha | NE | 01/2024 | Present |
1. Memories For Kids; 10730 Pacific St STE 040 Omaha NE 68114; Nonprofit who's mission is to create lifelong memories for children who have a parent with stage IV cancer; Governing Board Member; Meet with other board members to discuss how to further the non profit so that we can create as many memories for children as possible; 01/01/2025; 2 hrs/month; During securities trading hours; Not Investment-Related 2. Memories For Kids; 10730 Pacific St STE 040 Omaha NE 68114; Non-profit that provides memories for kids of parents who have stage 4 cancer; VP of Fundraising; Will lead a quarterly meeting with the fundraising team where we will discuss and plan activities and events to help raise funds for the organization; 01/07/2026; 5hrs/qtr; Not during securities trading hours; Not Investment-Related 3. Davis Boxing Club; 3612 S. 116th Ave Omaha, NE 68144; To empower Omaha youth through boxing, discipline and mentorship in a safe, structured environment; Secretary/Board of directors; Taking down the board minutes and submitting to the rest of the board. Responsibilities will be helping get the word out about it as it is a brand new non-profit; 11/10/2025; 4hrs/mth; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-03 |
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