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D•••• F•••••• P•••••
Branch Manager, Sr. VP/Investmentsat S•••••• N••••••• • C••••••• I•••••••••Dual registrant· Green Bay, WiIAPD 2642573
As of · the IAPD feed
- At current firm
- 21 y
- In the industry
- 30 y
- Prior registered firms
- 1
- Signals
- 0
since Oct 29, 2004
As of · the IAPD feed
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Advisor profile
- ••• Lockedreportedstifeldavidpriest.comfirm site, Sep 24, 2026
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
title, designations and roles as the firm prints them
- Title
- Branch Manager, Sr. VP/Investmentsreportedstifel.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
- S•••••• N••••••• • C••••••• I••••••••• national BD currentsince Oct 29, 2004 · Green Bay, Wi
- R•• C•••••• M••••••• L•• national BDMay 26, 2000 to Nov 8, 2004 · Appleton, Wi
Moves
a registration end followed by a registration begin elsewhere
- R•• C•••••• M••••••• L•• to S•••••• N••••••• • C••••••• I•••••••••left Nov 8, 2004, registered Oct 29, 2004 (-10 days) · Affiliated broker-dealer or bank to another
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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address