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WILLARD E ULBRICHT II
WILL E ULBRICHT II, WILL ULBRICHT II, WILLARD EVERETT ULBRICHT II
CRD#: 2492365
IA
Investment Adviser
B
Broker
STIFEL, NICOLAUS & COMPANY, INCORPORATEDCRD#: 793 FOUR CHASEWOOD, 20329 STATE HIGHWAY 249
SUITE 150
HOUSTON, TX 77070
Registration History
19952000200520102015202020252 FIRMS1998 - 2023 (24 years)2 FIRMS2023 - Present (1 year)BTRADESTAR INVESTMENTS,INC. (CRD# 14565)1994 - 1998 (3 years)
License(s)

State Registrations

B
Arkansas 3/22/2023

B
Ohio 6/4/2024

B
Florida 3/22/2023

B
Oklahoma 3/22/2023

B
Georgia 3/22/2023

B
Pennsylvania 7/27/2023

B
Hawaii 3/22/2023

B
South Carolina 5/17/2023

B
Kansas 3/22/2023

B
Texas 3/22/2023

B
Kentucky 4/19/2023

IA
Texas 3/22/2023

B
Louisiana 3/22/2023

B
Virginia 3/22/2023

B
North Carolina 3/22/2023

SRO Registrations

B
Cboe BZX Exchange, Inc.

B
FINRA

B
NYSE American LLC

B
Nasdaq PHLX LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD#:793)
FOUR CHASEWOOD, 20329 STATE HIGHWAY 249 SUITE 150, HOUSTON, TX 77070
Registered with this firm since 3/22/2023

B
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD#:793)
FOUR CHASEWOOD, 20329 STATE HIGHWAY 249 SUITE 150, HOUSTON, TX 77070
Registered with this firm since 3/22/2023

Previous Registration(s)
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IA
05/12/1998 - 03/23/2023 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) HOUSTON, TX
B
05/08/1998 - 03/23/2023 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) HOUSTON, TX
B
09/16/1994 - 04/06/1998 TRADESTAR INVESTMENTS,INC. (CRD#:14565) HOUSTON, TX
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B
Broker
IA
Investment Adviser
Disclosures
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