COLE WENDEL MONTGOMERY is an investment adviser representative (IAR) with state registration records since 2018, appearing at 2 firms. Currently registered with STIFEL, NICOLAUS & COMPANY, INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | 2019-11-05 | present | Yes |
| LPL FINANCIAL LLC | 2018-05-07 | 2019-10-23 | — |