Edward Aloyisius Koncel

Advisors Asset Management, Inc.

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Current Employers

Advisors Asset Management, Inc.

18925 Base Camp Road Suite 203, Monument, CO 80132 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2023-08-01

OH RA
APPROVED

Since 2023-08-01

Branch Locations

300 Carnegie Center Suite 100, Princeton, NJ 08540 • United States

Miamisburg, OH • 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
Wells Fargo Advisors Financial Network, Llc	New Lenox	IL	05/2016	04/2017
Skooters Roadhouse	Shorewood	IL	11/2012	12/2019
Scottrade, Inc	Oak Lawn	IL	05/2017	03/2018
University Of St Francis	Joliet	IL	01/2015	12/2016
Advisors Asset Management, Inc	Monument	CO	03/2018	Present

05/2016 → 04/2017

Wells Fargo Advisors Financial Network, Llc

New Lenox, IL
11/2012 → 12/2019

Skooters Roadhouse

Shorewood, IL
05/2017 → 03/2018

Scottrade, Inc

Oak Lawn, IL
01/2015 → 12/2016

University Of St Francis

Joliet, IL
03/2018 → Present

Advisors Asset Management, Inc

Monument, CO

Previous Registrations

2017-05-16 → 2018-03-08

Scottrade Investment Management

Saint Louis, MO
2017-01-01 → 2017-04-12

Wells Fargo Advisors Financial Network, Llc

Joliet, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-12-30

S66 Uniform Combined State Law Examination

2016-12-30

Other Names

Edward Koncel

View on SEC IAPD

Other Firms

BLACKROCK INVESTMENT MANAGEMENT, LLC

SONGBIRD CAPITAL, LLC

J.P. MORGAN SECURITIES LLC

SYSTEMATIC ALPHA INVESTMENTS, LLC

PNC WEALTH MANAGEMENT LLC

RBC CAPITAL MARKETS, LLC

WATERMARK GROUP, INC.

PRINCETON EQUITY GROUP

Other Investors

DAVID WILLIAM SMITH

JOHN FRANCIS RYAN

ERICA DORAY SEREMETA

DUANE THOMAS LIEDL

MANUEL DAVID SEIDNER

RICHARD DALE WOLFE

MICHAEL JON HEILBRONN

ANGELA MARIE LIBRIZZI

Other Offices

BLACKROCK INVESTMENT MANAGEMENT, LLC · PRINCETON, NJ

SONGBIRD CAPITAL, LLC · PRINCETON, NJ

J.P. MORGAN SECURITIES LLC · Princeton, NJ

SYSTEMATIC ALPHA INVESTMENTS, LLC · PRINCETON, NJ

PNC WEALTH MANAGEMENT LLC · PRINCETON, NJ

RBC CAPITAL MARKETS, LLC · Princeton, NJ

WATERMARK GROUP, INC. · PRINCETON, NJ

PRINCETON EQUITY GROUP · PRINCETON, NJ

More in Princeton, NJ

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