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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

ASHLEE NICOLE OGRZEWALLA

Advisor at BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

St. Louis, MO | ST. LOUIS, MO

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Search this name across graphsid dfx:ria:4b10ed83-b094-cf19-99f8-8259a1926cd7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Nov 10, 2010 to Sep 15, 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: BENJAMIN F. EDWARDS & COMPANY, INCORPORATED
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 9, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Nov 9, 2010
First registration: Nov 10, 2010
Dual registered: yes, broker-dealer
Other names: ASHLEE KABAT|ASHLEE NICOLE KABAT
IAPD individual key: 5794854

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
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED	Bd affiliated wealth	Apr 21, 2022	n/a	yes	ST. LOUIS, MO\|ST. LOUIS, MO\|ST. LOUIS, MO\|St. Louis, MO	Current employment
PENTEGRA INVESTORS, INC.	Institutional manager	Sep 24, 2019	Apr 22, 2022	no	ST. LOUIS, MO\|SHELTON, CT\|St. Louis, MO	Previous registration
ARCHFORD CAPITAL STRATEGIES, LLC	Independent wealth	Jun 1, 2018	Aug 14, 2019	no	SWANSEA, IL	Previous registration
FILTERED FINANCE	n/a	Aug 9, 2016	May 11, 2017	no	Nashville, IL	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 26, 2016	Jun 29, 2016	no	NASHVILLE, IL	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	May 27, 2014	Jun 29, 2016	no	NASHVILLE, IL	Previous registration
CAMBRIDGE CAPITAL MANAGEMENT, LLC	Independent wealth	Nov 10, 2010	Feb 4, 2014	no	O'FALLON, IL	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
PENTEGRA INVESTORS, INC.	BENJAMIN F. EDWARDS & COMPANY, INCORPORATED	Apr 22, 2022	Apr 21, 2022	-1	Firm change	Other
ARCHFORD CAPITAL STRATEGIES, LLC	PENTEGRA INVESTORS, INC.	Aug 14, 2019	Sep 24, 2019	41	Firm change	Other
FILTERED FINANCE	ARCHFORD CAPITAL STRATEGIES, LLC	May 11, 2017	Jun 1, 2018	386	Firm change	Other
KESTRA ADVISORY SERVICES, LLC	FILTERED FINANCE	Jun 29, 2016	Aug 9, 2016	41	Firm change	Other
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Jun 29, 2016	Apr 26, 2016	-64	Firm change after gap	Other
CAMBRIDGE CAPITAL MANAGEMENT, LLC	NFP ADVISOR SERVICES, LLC	Feb 4, 2014	May 27, 2014	112	Firm change	Other

Relationships

Registered with (7)

→ BENJAMIN F. EDWARDS & COMPANY, INCORPORATEDRegistered adviserregistration: current employment
Apr 21, 2022 to presentfactForm ADV
→ PENTEGRA INVESTORS, INC.Registered adviserregistration: previous registration
Sep 24, 2019 to Apr 22, 2022factForm ADV
→ ARCHFORD CAPITAL STRATEGIES, LLCRegistered adviserregistration: previous registration
Jun 1, 2018 to Aug 14, 2019factForm ADV
→ FILTERED FINANCERegistered adviserregistration: previous registration
Aug 9, 2016 to May 11, 2017factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 26, 2016 to Jun 29, 2016factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
May 27, 2014 to Jun 29, 2016factForm ADV
→ CAMBRIDGE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 10, 2010 to Feb 4, 2014factForm ADV

Dated events

Occurred
Apr 22, 2022
Advisor changed firm
Ashlee Nicole Ogrzewalla left Pentegra Investors, Inc. for Benjamin F. Edwards & Company, Incorporated (registered 2022-04-21)
Form ADVobserved 5 days ago