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Detailed Report
Kimberly Angerstein McQueen
Kimberly Lanet Angerstein, Kimberly A McQueen, Kimberly McQueen
CRD#: 4563670
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 Saint Louis, MO
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2002 - 2003 (<1 year)2 FIRMS2004 - 2012 (7 years)2 FIRMS2013 - 2014 (1 year)2 FIRMS2014 - 2022 (7 years)2 FIRMS2022 - Present (3 years)BFIRST CLEARING, LLC (CRD# 17344)2007 - 2012 (5 years)BWELLS FARGO ADVISORS FINANCIAL... (CRD# 11025)2006 - 2012 (5 years)BH.D. VEST INVESTMENT SERVICES (CRD# 13686)2010 - 2011 (1 year)
License(s)

State Registrations

B
Missouri 1/24/2022
IA
Missouri 1/24/2022

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)
Saint Louis, MO
12555 MANCHESTER ROAD, ST. LOUIS, MO 63131
Registered with this firm since 1/24/2022
B
EDWARD JONES (CRD#:250)
Saint Louis, MO
12555 MANCHESTER ROAD, ST. LOUIS, MO 63131
Registered with this firm since 1/24/2022
Previous Registration(s)
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IA
 10/29/2014 - 02/09/2022 STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD#:793) ST LOUIS, MO
B
 10/29/2014 - 02/09/2022 STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD#:793) ST. LOUIS, MO
IA
 08/28/2013 - 09/22/2014 LPL FINANCIAL LLC (CRD#:6413) JACKSON, MO
B
 08/27/2013 - 09/22/2014 LPL FINANCIAL LLC (CRD#:6413) JACKSON, MO
IA
 12/08/2004 - 06/20/2012 WELLS FARGO ADVISORS, LLC (CRD#:19616) CARBONDALE, IL
B
 12/08/2004 - 06/20/2012 WELLS FARGO ADVISORS, LLC (CRD#:19616) CARBONDALE, IL
B
 03/20/2007 - 04/12/2012 FIRST CLEARING, LLC (CRD#:17344) GLEN ALLEN, VA
B
 08/28/2006 - 04/12/2012 WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRD#:11025) ST. LOUIS, MO
B
 07/16/2010 - 10/05/2011 H.D. VEST INVESTMENT SERVICES (CRD#:13686) DALLAS, TX
IA
 10/08/2002 - 07/21/2003 UBS FINANCIAL SERVICES INC. (CRD#:8174) DALLAS, TX
B
 09/20/2002 - 07/21/2003 UBS FINANCIAL SERVICES INC. (CRD#:8174) WEEHAWKEN, NJ
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.