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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)20 years in industry

Brian P Cline

Advisor at EDWARD JONES

ST. LOUIS, MO | Hudson, OH

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Search this name across graphsid dfx:ria:16e85d0f-f3b6-680a-ee0d-2ecc30fb16dc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Apr 13, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 11, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Apr 11, 2006
First registration: Apr 13, 2006
Dual registered: yes, broker-dealer
Other names: Brian Philip Cline
IAPD individual key: 4404414

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Apr 30, 2026	n/a	yes	Hudson, OH\|ST. LOUIS, MO	Current employment
COOKSON PEIRCE WEALTH MANAGEMENT	Independent wealth	Apr 10, 2024	Jan 5, 2026	no	Fairlawn, OH\|PITTSBURGH, PA\|Akron, OH	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Jul 12, 2023	Apr 1, 2024	no	UNIVERSITY HEIGHTS, OH\|BEACHWOOD, OH\|FAIRLAWN, OH\|WOODMERE, OH	Previous registration
TLG ADVISORS, INC.	Bd affiliated wealth	Feb 7, 2023	Jul 24, 2023	no	Louisville, KY\|SUMMIT, NJ	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 4, 2022	Jan 17, 2023	no	FAIRLAWN, OH\|FAIRLAWN, OH\|SAN DIEGO, CA	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jul 21, 2016	Nov 12, 2021	no	Canton, OH\|Lincoln, NE	Previous registration
NATIONWIDE SECURITIES, LLC	No RAUM reported	Jan 12, 2012	May 26, 2016	no	Grandview Heights, OH\|COLUMBUS, OH\|COLUMBUS, OH\|COLUMBUS, OH\|COLUMBUS, OH	Previous registration
NATIONWIDE INVESTMENT SERVICES CORPORATION	n/a	Apr 13, 2006	Jul 26, 2006	no	GRANDVIEW HEIGHTS, OH\|DUBLIN, OH\|DUBLIN, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COOKSON PEIRCE WEALTH MANAGEMENT	EDWARD JONES	Jan 5, 2026	Apr 30, 2026	115	Firm change	RIA to ibd
CITIZENS SECURITIES, INC.	COOKSON PEIRCE WEALTH MANAGEMENT	Apr 1, 2024	Apr 10, 2024	9	Firm change	Ibd to RIA
TLG ADVISORS, INC.	CITIZENS SECURITIES, INC.	Jul 24, 2023	Jul 12, 2023	-12	Firm change	Ibd to ibd
LPL FINANCIAL LLC	TLG ADVISORS, INC.	Jan 17, 2023	Feb 7, 2023	21	Firm change	RIA to ibd
ALLSTATE FINANCIAL ADVISORS, LLC	LPL FINANCIAL LLC	Nov 12, 2021	Aug 4, 2022	265	Firm change	Ibd to RIA
NATIONWIDE SECURITIES, LLC	ALLSTATE FINANCIAL ADVISORS, LLC	May 26, 2016	Jul 21, 2016	56	Firm change	Other
NATIONWIDE INVESTMENT SERVICES CORPORATION	NATIONWIDE SECURITIES, LLC	Jul 26, 2006	Jan 12, 2012	1,996	Firm change after gap	Other

Relationships

Registered with (8)

→ EDWARD JONESRegistered adviserregistration: current employment
Apr 30, 2026 to presentfactForm ADV
→ COOKSON PEIRCE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 10, 2024 to Jan 5, 2026factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Jul 12, 2023 to Apr 1, 2024factForm ADV
→ TLG ADVISORS, INC.Registered adviserregistration: previous registration
Feb 7, 2023 to Jul 24, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 4, 2022 to Jan 17, 2023factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 21, 2016 to Nov 12, 2021factForm ADV
→ NATIONWIDE SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 12, 2012 to May 26, 2016factForm ADV
→ NATIONWIDE INVESTMENT SERVICES CORPORATIONRegistered adviserregistration: previous registration
Apr 13, 2006 to Jul 26, 2006factForm ADV

Dated events

Occurred
Jan 5, 2026
Advisor changed firm
Brian P Cline left Cookson Peirce Wealth Management for Edward Jones (registered 2026-04-30)
Form ADVobserved 6 days ago
Occurred
Apr 1, 2024
Advisor changed firm
Brian P Cline left Citizens Securities, Inc. for Cookson Peirce Wealth Management (registered 2024-04-10)
Form ADVobserved 6 days ago
Occurred
Jul 24, 2023
Advisor changed firm
Brian P Cline left Tlg Advisors, Inc. for Citizens Securities, Inc. (registered 2023-07-12)
Form ADVobserved 6 days ago
Occurred
Jan 17, 2023
Advisor changed firm
Brian P Cline left Lpl Financial Llc for Tlg Advisors, Inc. (registered 2023-02-07)
Form ADVobserved 6 days ago