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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-04 |
Branch Locations
Four Chasewood, 20329 State Highway 249 Suite 150, Houston, TX 77070 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2012 | 07/2023 |
| B. Riley Wealth Management | Memphis | TN | 07/2023 | 04/2025 |
| B. Riley Wealth Advisors | Memphis | TN | 07/2023 | 04/2025 |
| Stifel, Nicolaus & Company, Incorporated | Houston | TX | 04/2025 | Present |
1. Frank C Dailey College Scholarship Fund David Than Richburg, Jr TTEE U/A DTD 4/17/1991; 23014 Palm Trail Drive Katy TX 77494; Provide college scholarships for local high school graduates; Trustee; Distribute funds to Scholarship Recipients; 03/01/2025; 1 hr/month; Not during security trading hours; Investment-Related 2. 1. Frank C Dailey College Scholarship Trust; 23014 Palm Trail Drive Katy TX 77494; Provide college scholarships for local high school graduates; Trustee; Direct Investments, Request cash distributions; 01/01/2025; 5 hr/Yr; Not during security trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-15 |
| S66 | Uniform Combined State Law Examination | 1998-09-25 |
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