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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)32 years in industry

Sherry L Brenneman

Advisor at EDWARD JONES

NOKOMIS, FL

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Search this name across graphsid dfx:ria:ffa6ba5c-fefe-a366-609d-98b38beb725c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 25, 2004 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: Oct 18, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Oct 18, 1993
First registration: May 25, 2004
Dual registered: yes, broker-dealer
Other names: Sherry Lynn Brenneman
IAPD individual key: 2391480

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	Jan 8, 2018	n/a	yes	NOKOMIS, FL	Current employment
NOESIS CAPITAL MANAGEMENT CORP	Independent wealth	May 12, 2017	Sep 18, 2017	no	Sarasota, FL\|BOCA RATON, FL	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jan 31, 2014	Jul 26, 2016	no	Tampa, FL\|SARASOTA, FL\|SARASOTA, FL	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 5, 2011	Jan 15, 2014	no	SARASOTA, FL	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Jul 30, 2010	Sep 17, 2010	no	SARASOTA, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 25, 2004	Dec 24, 2008	no	SARASOTA, FL\|WESTLAKE, TX\|Sarasota, 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
NOESIS CAPITAL MANAGEMENT CORP	EDWARD JONES	Sep 18, 2017	Jan 8, 2018	112	Firm change	Other
ADVICE AND PLANNING SERVICES	NOESIS CAPITAL MANAGEMENT CORP	Jul 26, 2016	May 12, 2017	290	Firm change	Other
STRATEGIC ADVISERS LLC	ADVICE AND PLANNING SERVICES	Jan 15, 2014	Jan 31, 2014	16	Firm change	Other
FIFTH THIRD SECURITIES, INC.	STRATEGIC ADVISERS LLC	Sep 17, 2010	Aug 5, 2011	322	Firm change	Other
CHARLES SCHWAB & CO., INC.	FIFTH THIRD SECURITIES, INC.	Dec 24, 2008	Jul 30, 2010	583	Firm change after gap	Other

Relationships

Registered with (6)

→ EDWARD JONESRegistered adviserregistration: current employment
Jan 8, 2018 to presentfactForm ADV
→ NOESIS CAPITAL MANAGEMENT CORPRegistered adviserregistration: previous registration
May 12, 2017 to Sep 18, 2017factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 31, 2014 to Jul 26, 2016factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 5, 2011 to Jan 15, 2014factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Jul 30, 2010 to Sep 17, 2010factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 25, 2004 to Dec 24, 2008factForm ADV

Dated events

No dated event names this entity yet.