DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Brian P Cline

Edward Jonesnational BDSt. Louis, Mo dual registrantIAPD 4404414

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Brian Philip Cline

At current firm

0 y

since Apr 30, 2026

In the industry

20 y

since Apr 11, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Edward Jones national BD current
since Apr 30, 2026 · Hudson, Oh
Cookson Peirce Wealth Management independent RIA
Apr 10, 2024 to Jan 5, 2026 · Fairlawn, Oh
Citizens Securities, Inc. BD affiliated
Jul 12, 2023 to Apr 1, 2024 · University Heights, Oh
Tlg Advisors, Inc. BD affiliated
Feb 7, 2023 to Jul 24, 2023 · Louisville, Ky
LPL Financial LLC BD affiliated
Aug 4, 2022 to Jan 17, 2023 · Fairlawn, Oh
Allstate Financial Advisors, LLC BD affiliated
Jul 21, 2016 to Nov 12, 2021 · Canton, Oh
Nationwide Securities, LLC no RAUM
Jan 12, 2012 to May 26, 2016 · Grandview Heights, Oh
Nationwide Investment Services Corporation unclassified
Apr 13, 2006 to Jul 26, 2006 · Grandview Heights, Oh

Moves

a registration end followed by a registration begin elsewhere

Cookson Peirce Wealth Management to Edward Jones
left Jan 5, 2026, registered Apr 30, 2026 (115 days) · RIA to affiliated broker-dealer or bank
Citizens Securities, Inc. to Cookson Peirce Wealth Management
left Apr 1, 2024, registered Apr 10, 2024 (9 days) · Affiliated broker-dealer or bank to independent RIA
Tlg Advisors, Inc. to Citizens Securities, Inc.
left Jul 24, 2023, registered Jul 12, 2023 (-12 days) · Affiliated broker-dealer or bank to another
LPL Financial LLC to Tlg Advisors, Inc.
left Jan 17, 2023, registered Feb 7, 2023 (21 days) · RIA to affiliated broker-dealer or bank
Allstate Financial Advisors, LLC to LPL Financial LLC
left Nov 12, 2021, registered Aug 4, 2022 (265 days) · Affiliated broker-dealer or bank to independent RIA
Nationwide Securities, LLC to Allstate Financial Advisors, LLC
left May 26, 2016, registered Jul 21, 2016 (56 days) · Other
Nationwide Investment Services Corporation to Nationwide Securities, LLC
left Jul 26, 2006, registered Jan 12, 2012 (1996 days) · Other

Signals

Brian P Cline left Cookson Peirce Wealth Management for Edward Jones (registered 2026-04-30)
Jan 5, 2026 · Advisor changed firm · fact
Brian P Cline left Citizens Securities, Inc. for Cookson Peirce Wealth Management (registered 2024-04-10)
Apr 1, 2024 · Advisor changed firm · fact
Brian P Cline left Tlg Advisors, Inc. for Citizens Securities, Inc. (registered 2023-07-12)
Jul 24, 2023 · Advisor changed firm · fact
Brian P Cline left Lpl Financial Llc for Tlg Advisors, Inc. (registered 2023-02-07)
Jan 17, 2023 · Advisor changed firm · fact

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: National broker-dealer RIAderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address