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Current Employers
Stifel, Nicolaus & Company, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-05
  • TX RA
    APPROVED
    Since 2024-08-05

Branch Locations

2850 North Harwood 18Th Floor & 17Th Floor, Dallas, TX 75201 • 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
Jones Lang Lasalle Dallas TX 06/2022 10/2023
Jones Lang Lasalle Dallas TX 06/2021 08/2021
The Staenberg Group Saint Louis MO 05/2020 06/2021
Usc Annenberg School Office Of Development And Alumni Relations Los Angeles CA 09/2019 09/2020
Arcis Golf Saint Louis MO 04/2018 02/2020
Premium Retail Services Chesterfield MO 06/2019 07/2019
Southern Methodist University Dallas TX 08/2023 05/2024
University Of Southern California Los Angeles CA 08/2018 05/2022
Stifel Dallas TX 05/2024 Present
Unemployed Los Angeles CA 05/2022 06/2022
Visitation Academy Saint Louis MO 08/2014 05/2018
Algonquin Golf Club Saint Louis MO 06/2017 08/2017
  • 06/2022 → 10/2023
    Jones Lang Lasalle
    Dallas, TX
  • 06/2021 → 08/2021
    Jones Lang Lasalle
    Dallas, TX
  • 05/2020 → 06/2021
    The Staenberg Group
    Saint Louis, MO
  • 09/2019 → 09/2020
    Usc Annenberg School Office Of Development And Alumni Relations
    Los Angeles, CA
  • 04/2018 → 02/2020
    Arcis Golf
    Saint Louis, MO
  • 06/2019 → 07/2019
    Premium Retail Services
    Chesterfield, MO
  • 08/2023 → 05/2024
    Southern Methodist University
    Dallas, TX
  • 08/2018 → 05/2022
    University Of Southern California
    Los Angeles, CA
  • 05/2024 → Present
    Stifel
    Dallas, TX
  • 05/2022 → 06/2022
    Unemployed
    Los Angeles, CA
  • 08/2014 → 05/2018
    Visitation Academy
    Saint Louis, MO
  • 06/2017 → 08/2017
    Algonquin Golf Club
    Saint Louis, MO
Other Businesses

1. YMCA of Metropolitan Dallas; 146 Town Center Blvd, Coppell, TX 75019; T. Boone Pickens YMCA Board of Managers; Volunteer. I will be giving back to the Dallas Community by serving as a T. Boone Pickens Board of Managers member and will be assisting the branch with its 2025 Annual Campaign; 12/02/2024; 4 Hours per Month; During Securities Trading Hours; Not Investment-Related 2. Cafe Momentum; 1510 Pacific Ave Dallas TX 75201; Youth Development Programs (O50), Delinquency Prevention (I21), Employment Training (J22); Financial Literacy Volunteer; Share basic financial knowledge with Cafe Momentum's justice-involved youth and empower the next generation; 03/12/2025; 2 hrs/month; During security trading hours; Investment-Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-01
  • S66 Uniform Combined State Law Examination
    2024-08-01

View on SEC IAPD

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