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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-05-29 |
Branch Locations
121 Sw Morrison Suite 1800, Portland, OR 97204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Lake Oswego | OR | 12/2010 | 05/2024 |
| Stifel, Nicolaus & Company, Incorporated | Portland | OR | 05/2024 | Present |
1. Pilgrim Lutheran Christian School Foundation; 5650 SW Hall Blvd Beaverton OR 97005; Endowment fund to provide tuition assistance to students who attend Pilgrim Lutheran Christian School; Vice President; Fund raising, marketing, determining disbursement of funds; 07/01/2016; 2.00hrs/quarter; During securities trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-02 |
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