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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

Toby Nathaniel Theel

Advisor at EDWARD JONES

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:1e6b8b6a-c61e-ddf4-1ee6-c3e9b5a75730

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 14, 2007 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: Jul 28, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Jul 28, 2006
First registration: Aug 14, 2007
Dual registered: yes, broker-dealer
Other names: TOBY NATHANIEL THEEL|Toby Theel
IAPD individual key: 5150265

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	Mar 14, 2023	n/a	yes	OVERLAND PARK, KS	Current employment
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	May 27, 2021	Oct 4, 2021	no	GREENWOOD VILLAGE, CO\|OVERLAND PARK, KS	Previous registration
WADDELL & REED	Former SEC adviser	Dec 19, 2011	Apr 21, 2021	no	OVERLAND PARK, KS	Previous registration
EDWARD JONES	National bd RIA	Aug 14, 2007	Dec 14, 2011	no	OLATHE, KS\|ST LOUIS, MO\|OVERLAND PARK, KS\|Olathe, KS	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
EMPOWER ADVISORY GROUP, LLC	EDWARD JONES	Oct 4, 2021	Mar 14, 2023	526	Firm change after gap	Other
WADDELL & REED	EMPOWER ADVISORY GROUP, LLC	Apr 21, 2021	May 27, 2021	36	Firm change	Other
EDWARD JONES	WADDELL & REED	Dec 14, 2011	Dec 19, 2011	5	Firm change	Other

Relationships

Registered with (3)

→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 14, 2007 to Dec 14, 2011factForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
May 27, 2021 to Oct 4, 2021factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Dec 19, 2011 to Apr 21, 2021factForm ADV

Dated events

No dated event names this entity yet.