CONIFER SECURITIES LLC

CONIFER SECURITIES LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 23857). Regulatory assets under management: $604.7M.

Registration

Officers, owners & control persons (15)

NameRoleLocation
MCDONALD THOMAS MICHAEL JREXECUTIVE VP - SALES
STAPLETON PHILIP CHARLESMGR/MBR, CEO, COO
WEINSTEIN WILLIAM KLATOFFTRUSTEE FOR THE WEINTEIN TRUST DATED 02/27/1990; TRUSTEE FOR WEINSTEIN TRUST DATED 02/27/1990
OSHER BERNARDTRUSTEE FOR THE BERNARD OSHER TRUST 3/8/88
FRIESEN MARK ECFO, VP FINANCE, FINOP
PUTNAM DONALD HARDING JRMEMBER
ARMSTRONG JEREMY NIELCHIEF COMPLIANCE OFFICER, SROP, CROP
BRADY DAVID JOSEPH MRVP TRADING
GUASPARI JOHN MICHAELVP OPERATIONS
MCDONOUGH DIANAVP INVESTMENT MANAGEMENT
PETERSEN TERESA MARIEVP ADMINISTRATION
ZELL SAMUELTRUSTEE
SLEZAK MARKTRUSTEE FOR LURIE TRUST
MARKOWITZ JEROME STANLEYPARTNER
FRIESEN MARK EVERRETTCFO, VP FINANCE, FINOP

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