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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-19 |
| FL | RA | APPROVED | 2016-11-15 |
Branch Locations
6769 North Wickham Road, Suite B100, Melbourne, FL 32940 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Service | Mebourne | FL | 01/2005 | 11/2016 |
| Stifel Nicolaus & Co Inc | Melbourne | FL | 11/2016 | Present |
1. Rental Property; 4026 Meander Plance #207 Rockledge FL 32955; his son-in-law and him bought a condo as a rental property; He is 50% owner of the property and receives rental income and pays bills for his ownership; affiliation started 08/15/2016; 1.0 hour per quarter; not during securities trading hours; not investment-related. 2. Calvary Chapel Fellowship of Melbourne Inc; 2955 Minton Road, Melbourne, FL 32901; Church; Member of Finance Committee; Serve as member of committee to verify church financials are being properly; 01/01/2022; 2 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. 3. Suntree Country Club Greens Committee; 300 Country Club Blvd Melbourne, FL 32940; Country Club; Member of Greens Committee; Meet roughly 1x per month to cover the country clubs agronomy efforts; 03/04/2026; 1hrs/mth; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-30 |
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