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Detailed Report
Brian S Terwilliger
BRIAN S TERWILLIGER, BRIAN TERWILLIGER, Brian Scott Terwilliger
CRD#: 2613556
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 3030 SALT CREEK LN SUITE 135
ARLINGTON HEIGHTS, IL 60005
Registration History
19952000200520102015202020252 FIRMS2011 - 2014 (3 years)2 FIRMS2022 - Present (3 years)BFIDELITY DISTRIBUTORS COMPANY LLC (CRD# 17507)2014 - 2021 (6 years)BINVESCO DISTRIBUTORS, INC. (CRD# 7369)2010 - 2011 (<1 year)BVAN KAMPEN FUNDS INC. (CRD# 6939)1999 - 2010 (10 years)BFORTIS INVESTORS, INC. (CRD# 421)1995 - 1998 (2 years)
License(s)

State Registrations

B
Arizona 3/6/2023
B
Missouri 3/6/2023
B
Arkansas 9/28/2022
B
New Jersey 4/6/2022
B
California 3/30/2022
B
New Mexico 12/15/2023
B
Colorado 3/30/2022
B
New York 5/28/2024
B
Florida 3/30/2022
B
North Carolina 3/6/2023
B
Georgia 4/4/2022
B
Ohio 1/27/2025
B
Illinois 1/11/2022
B
Oregon 3/6/2023
IA
Illinois 2/8/2022
B
Tennessee 3/30/2022
B
Indiana 2/25/2022
B
Washington 8/24/2022
B
Iowa 3/30/2022
B
Wisconsin 4/17/2023
B
Kentucky 3/6/2023

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)
3030 SALT CREEK LN SUITE 135, ARLINGTON HEIGHTS, IL 60005
Registered with this firm since 2/8/2022
B
EDWARD JONES (CRD#:250)
3030 SALT CREEK LN SUITE 135, ARLINGTON HEIGHTS, IL 60005
Registered with this firm since 1/11/2022
Previous Registration(s)
th hidden textth hidden textNameLocation
B
 05/02/2014 - 01/07/2021 FIDELITY DISTRIBUTORS COMPANY LLC (CRD#:17507) SMITHFIELD, RI
IA
 12/19/2011 - 04/23/2014 LORD, ABBETT & CO. LLC (CRD#:110391) JERSEY CITY, NJ
B
 03/29/2011 - 04/23/2014 LORD ABBETT DISTRIBUTOR LLC (CRD#:530) JERSEY CITY, NJ
B
 06/01/2010 - 03/11/2011 INVESCO DISTRIBUTORS, INC. (CRD#:7369) HOUSTON, TX
B
 12/07/1999 - 06/01/2010 VAN KAMPEN FUNDS INC. (CRD#:6939) HOUSTON, TX
B
 05/24/1995 - 03/30/1998 FORTIS INVESTORS, INC. (CRD#:421) OAKDALE, MN
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.