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Registered advisor
T••• E••••••••
Feed of 09/14/2026
Also filed as Steven T Edmonston
At current firm
12 y
since Jan 21, 2014
In the industry
25 y
since Feb 21, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Jan 21, 2014 · Gadsden, Al
- P•• W••••• M••••••••• BD affiliatedMar 16, 2012 to Jan 2, 2013 · Palm Beach Gardens, Fl
- I••••••••• P••••••••• I••• formerOct 27, 2009 to Mar 26, 2012 · San Antonio, Tx
- C••••••• A•••• M••••••••• I•• unclassifiedJun 4, 2007 to Oct 28, 2009 · Anniston, Al
Moves
a registration end followed by a registration begin elsewhere
- P•• W••••• M••••••••• to C••••• I••••••••• A••••••• L••left Jan 2, 2013, registered Jan 21, 2014 (384 days) · Other
- I••••••••• P••••••••• I••• to P•• W••••• M•••••••••left Mar 26, 2012, registered Mar 16, 2012 (-10 days) · Other
- C••••••• A•••• M••••••••• I•• to I••••••••• P••••••••• I•••left Oct 28, 2009, registered Oct 27, 2009 (-1 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address