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Detailed Report
Stephen Daniel McClelland
STEPHEN DANIEL MCCLELLAND
CRD#: 2342512
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 2030 THOMASVILLE ROAD SUITE 4
TALLAHASSEE, FL 32308
Registration History
1995200020052010201520202025IAEDWARD JONES (CRD# 250)2007 - Present (17 years)BEDWARD JONES (CRD# 250)2006 - Present (18 years)BSECURITIES MANAGEMENT & RESEAR... (CRD# 759)1998 - 1998 (<1 year)BNATIONWIDE INVESTMENT SERVICES... (CRD# 7110)1993 - 1998 (4 years)
License(s)

State Registrations

B
Alabama 7/30/2009
B
Montana 5/5/2010
B
Arizona 2/24/2010
B
Nevada 11/19/2012
B
California 7/30/2009
B
New Mexico 7/30/2009
B
Colorado 1/26/2007
B
New York 2/8/2021
B
Florida 8/28/2006
B
North Carolina 7/31/2009
IA
Florida 5/7/2007
B
Ohio 2/5/2015
B
Georgia 9/6/2006
B
Oklahoma 11/21/2022
B
Illinois 7/30/2009
B
Pennsylvania 11/14/2006
B
Indiana 12/5/2024
B
South Carolina 7/30/2009
B
Iowa 7/30/2009
B
Tennessee 6/9/2016
B
Kentucky 3/3/2008
B
Texas 1/10/2008
B
Louisiana 7/21/2008
IA
Texas 12/11/2018
B
Maine 1/29/2013
B
Virginia 5/7/2015
B
Michigan 2/27/2009
B
Washington 7/30/2009
B
Mississippi 5/17/2023

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
2030 THOMASVILLE ROAD SUITE 4, TALLAHASSEE, FL 32308
Registered with this firm since 5/7/2007
B
EDWARD JONES (CRD#:250)
2030 THOMASVILLE ROAD SUITE 4, TALLAHASSEE, FL 32308
Registered with this firm since 8/9/2006
Previous Registration(s)
th hidden textth hidden textNameLocation
B
 05/01/1998 - 10/07/1998 SECURITIES MANAGEMENT & RESEARCH, INC. (CRD#:759) CEDAR RAPIDS, IA
B
 05/07/1993 - 01/06/1998 NATIONWIDE INVESTMENT SERVICES CORPORATION (CRD#:7110) COLUMBUS, OH
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.