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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

Angela L Burns

Advisor at EDWARD JONES

ST. LOUIS, MO | Tampa, FL

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Search this name across graphsid dfx:ria:b1041485-5d49-3305-d4dd-699edaee924c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 4
On other graphs: 0
Observed: Jul 31, 2000 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: 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 10, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Apr 10, 1996
First registration: Jul 31, 2000
Dual registered: yes, broker-dealer
Other names: ANGELA L BURNS|ANGELA LEE BURNS
IAPD individual key: 2450992

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	Aug 25, 2025	n/a	yes	Tampa, FL\|ST. LOUIS, MO	Current employment
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Feb 12, 2025	Aug 1, 2025	no	Houston, TX\|SAN DIEGO, CA\|Syracuse, NY\|SAN DIEGO, CA	Previous registration
CADARET GRANT & CO INC	Former SEC adviser	Feb 3, 2025	Aug 1, 2025	no	SYRACUSE, NY\|Tampa, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 5, 2024	Jan 16, 2025	no	TAMPA, FL\|FORT MILL, SC\|FORT MILL, SC	Previous registration
LEVEL FOUR ADVISORY SERVICES	Bd affiliated wealth	Nov 15, 2023	Feb 5, 2024	no	DALLAS, TX\|Tampa, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jan 24, 2020	Oct 9, 2023	no	ST. PETERSBURG, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 14, 2014	Dec 31, 2020	no	ST. PETERSBURG, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 13, 2013	Jul 30, 2014	no	TAMPA, FL	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Jun 23, 2011	Feb 13, 2013	no	TAMPA, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jul 31, 2000	Jul 13, 2007	no	TAMPA, FL\|TAMPA, FL	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
CADARET GRANT & CO INC	CUSO FINANCIAL SERVICES, L.P.	Aug 1, 2025	Feb 12, 2025	-170	Channel change	Ibd to ibd
CUSO FINANCIAL SERVICES, L.P.	EDWARD JONES	Aug 1, 2025	Aug 25, 2025	24	Firm change	Ibd to ibd
LPL FINANCIAL LLC	CADARET GRANT & CO INC	Jan 16, 2025	Feb 3, 2025	18	Firm change	Ibd to ibd
LEVEL FOUR ADVISORY SERVICES	LPL FINANCIAL LLC	Feb 5, 2024	Nov 5, 2024	274	Firm change	Ibd to ibd
RAYMOND JAMES & ASSOCIATES, INC.	LEVEL FOUR ADVISORY SERVICES	Oct 9, 2023	Nov 15, 2023	37	Firm change	Ibd to ibd
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	RAYMOND JAMES & ASSOCIATES, INC.	Dec 31, 2020	Jan 24, 2020	-342	Firm change after gap	Ibd to ibd
RAYMOND JAMES & ASSOCIATES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jul 30, 2014	Aug 14, 2014	15	Firm change	Other
MORGAN KEEGAN & COMPANY, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Feb 13, 2013	Feb 13, 2013	0	Bulk transfer	Other
UBS FINANCIAL SERVICES INC.	MORGAN KEEGAN & COMPANY, LLC	Jul 13, 2007	Jun 23, 2011	1,441	Firm change after gap	Other

Relationships

Registered with (9)

→ EDWARD JONESRegistered adviserregistration: current employment
Aug 25, 2025 to presentfactForm ADV
→ CADARET GRANT & CO INCRegistered adviserregistration: previous registration
Feb 3, 2025 to Aug 1, 2025factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Feb 12, 2025 to Aug 1, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 5, 2024 to Jan 16, 2025factForm ADV
→ LEVEL FOUR ADVISORY SERVICESRegistered adviserregistration: previous registration
Nov 15, 2023 to Feb 5, 2024factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jan 24, 2020 to Oct 9, 2023factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Aug 14, 2014 to Dec 31, 2020factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Jun 23, 2011 to Feb 13, 2013factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jul 31, 2000 to Jul 13, 2007factForm ADV

Dated events

Occurred
Aug 1, 2025
Advisor changed firm
Angela L Burns left Cuso Financial Services, L.P. for Edward Jones (registered 2025-08-25)
Form ADVobserved 6 days ago
Occurred
Jan 16, 2025
Advisor changed firm
Angela L Burns left Lpl Financial Llc for Cadaret Grant & Co Inc (registered 2025-02-03)
Form ADVobserved 6 days ago
Occurred
Feb 5, 2024
Advisor changed firm
Angela L Burns left Level Four Advisory Services for Lpl Financial Llc (registered 2024-11-05)
Form ADVobserved 6 days ago
Occurred
Oct 9, 2023
Advisor changed firm
Angela L Burns left Raymond James & Associates, Inc. for Level Four Advisory Services (registered 2023-11-15)
Form ADVobserved 6 days ago