Trace Aaron Urquhart is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with STIFEL, NICOLAUS & COMPANY, INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | 2021-04-14 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2019-10-22 | 2021-04-23 | — |