David Patrick Nadeau

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-01-08
LA	RA	APPROVED	2018-08-20

TX RA
APPROVED

Since 2019-01-08
LA RA
APPROVED

Since 2018-08-20

Branch Locations

425 Ashley Ridge Blvd Suite 114, Shreveport, LA 71106 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Metlife Securities Inc	Shreveport	LA	11/2015	03/2017
Mml Investors Services, Llc	Shreveport	LA	01/2017	08/2018
Edward Jones	St.LOuis	MO	08/2018	Present

11/2015 → 03/2017

Metlife Securities Inc

Shreveport, LA
01/2017 → 08/2018

Mml Investors Services, Llc

Shreveport, LA
08/2018 → Present

Edward Jones

St.LOuis, MO

Previous Registrations

2017-03-25 → 2018-08-20

Mml Investors Services, Llc

Shreveport, LA
2017-01-04 → 2017-03-25

Msi Financial Services, Inc.

Shreveport, LA
2015-07-23 → 2015-11-27

Lpl Financial Llc

Shreveport, LA

Shreveport, LA
2015-03-04 → 2015-05-22

Intrua Advisory Group Llc

Shreveport, LA
2012-09-04 → 2015-02-06

Edward Jones

Shreveport, LA

St Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-07-06

S66 Uniform Combined State Law Examination

2012-07-06

View on SEC IAPD