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E••• S•••• R••••••

Complex Business Development Manager, Managing Director/Investmentsat S•••••• N••••••• • C••••••• I•••••••••Dual registrant· Garden City, NyIAPD 2072599
At current firm
8 y
since Jan 31, 2018
In the industry
31 y
Prior registered firms
0
Signals
0
As of · the IAPD feed
Contact
what the firm publishes for this advisor, each with the page it was read from
Team page
••• Lockedreportedwithheld-1firm site, Sep 24, 2026
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Professional profile
title, designations and roles as the firm prints them
Title
Complex Business Development Manager, Managing Director/Investmentsreportedstifel.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
Transition signals

Mobility scoring is not published yet.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
National broker-dealer RIAderived
Years in industry
31derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address