Philip Gregory Stevens

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-30
NY	RA	APPROVED	2026-01-29

TX RA
APPROVED

Since 2026-03-30
NY RA
APPROVED

Since 2026-01-29

Branch Locations

6265 Route 31 Suite #2, Cicero, NY 13039 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Top Stack Staffing	Newark	NJ	11/2020	03/2022
Edward Jones	St Louis	MO	04/2022	Present
Bank Of New York Mellon	East Syracuse	NY	05/2005	08/2019
Unemployed	Newark	NJ	09/2019	11/2020

11/2020 → 03/2022

Top Stack Staffing

Newark, NJ
04/2022 → Present

Edward Jones

St Louis, MO
05/2005 → 08/2019

Bank Of New York Mellon

East Syracuse, NY
09/2019 → 11/2020

Unemployed

Newark, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-28
S63	Uniform Securities Agent State Law Examination	2002-01-22

S66 Uniform Combined State Law Examination

2026-01-28
S63 Uniform Securities Agent State Law Examination

2002-01-22

Other Names

P. Gregory Stevens

View on SEC IAPD

Other Firms

CITIZENS SECURITIES, INC.

KEY INVESTMENT SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PRINCIPAL SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL ENTERPRISE, LLC

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

Other Investors

Stephen Rockhill

DAVID ELSON PALMITER

Zackery Guerrero

JEFFREY P FRANCISCO

MARIO ANTHONY RECTOR

Other Offices

CITIZENS SECURITIES, INC. · CICERO, NY

KEY INVESTMENT SERVICES LLC · CICERO, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CICERO, NY

PRINCIPAL SECURITIES, INC. · CLAY, NY

STATE FARM INVESTMENT MANAGEMENT CORP. · Cicero, NY

LPL ENTERPRISE, LLC · NORTH SYRACUSE, NY

CETERA INVESTMENT ADVISERS LLC · N SYRACUSE, NY

LPL FINANCIAL LLC · NORTH SYRACUSE, NY

More in Cicero, NY

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