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Steven A Dale

Edward Jones

Ft Collins, CO

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-02
CO RA APPROVED 2025-04-30
  • TX RA
    APPROVED
    Since 2025-07-02
  • CO RA
    APPROVED
    Since 2025-04-30

Branch Locations

2032 Lowe St Suite 203, Ft Collins, CO 80525 • 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
OrganizationCityStateFromTo
Edward Jones St. Louis MO 02/2025 Present
Imagesoft, Inc Southfield MI 06/2006 11/2020
I3 Verticals Nashville TN 11/2020 02/2025
  • 02/2025 → Present
    Edward Jones
    St. Louis, MO
  • 06/2006 → 11/2020
    Imagesoft, Inc
    Southfield, MI
  • 11/2020 → 02/2025
    I3 Verticals
    Nashville, TN
Other Businesses

Evo Type of business: Outdoor sports sales Seattle, WA Start date: 7/1/2012 partner Hours per week: 0 Hours during trading: 0 I am a limited investor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-29
S63 Uniform Securities Agent State Law Examination 1997-12-04
  • S66 Uniform Combined State Law Examination
    2025-04-29
  • S63 Uniform Securities Agent State Law Examination
    1997-12-04
Other Names
  • Steve Dale
  • Steven A Dale
  • Steven Andrew Dale

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CHARLES SCHWAB & CO., INC.

Other Investors

BRADLEY N EADS
MATTHEW EDWARD PHILLIPS
Jacob Gregory Gerk
Stephen Harms
ROMAN ALFREDO HUBBARD
JACOB LEE POTTORFF
Zachary Eastman
Timothy Michael Brennan

Other Offices

LPL FINANCIAL LLC · FT COLLINS, CO
EAGLE STRATEGIES LLC · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO
J.P. MORGAN SECURITIES LLC · FORT COLLINS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FORT COLLINS, CO
RAYMOND JAMES & ASSOCIATES, INC. · Fort Collins, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FORT COLLINS, CO
WELLS FARGO CLEARING SERVICES, LLC · FORT COLLINS, CO

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