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Toby Nathaniel Theel

Edward Jones

Overland Park, KS

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-15
KS RA APPROVED 2023-03-14
  • TX RA
    APPROVED_RES
    Since 2023-03-15
  • KS RA
    APPROVED
    Since 2023-03-14

Branch Locations

11225 College Blvd Suite 130, Overland Park, KS 66210 • 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
Waddell & Reed Inc Overland Park KS 12/2011 04/2021
Ivy Distributors, Inc Shawnee Mission KS 12/2011 04/2021
Gwfs Equities, Inc Greenwood Village CO 05/2021 10/2021
Edward Jones St. Louis MO 10/2021 Present
  • 12/2011 → 04/2021
    Waddell & Reed Inc
    Overland Park, KS
  • 12/2011 → 04/2021
    Ivy Distributors, Inc
    Shawnee Mission, KS
  • 05/2021 → 10/2021
    Gwfs Equities, Inc
    Greenwood Village, CO
  • 10/2021 → Present
    Edward Jones
    St. Louis, MO
Previous Registrations
  • 2021-05-27 → 2021-10-04
    Empower Advisory Group, Llc
    Overland Park, KS
    Greenwood Village, CO
  • 2011-12-19 → 2021-04-21
    Waddell & Reed
    Overland Park, KS
  • 2007-08-14 → 2011-12-14
    Edward Jones
    Olathe, KS
    St Louis, MO
    Overland Park, KS
    Olathe, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-10
S63 Uniform Securities Agent State Law Examination 2006-07-28
  • S66 Uniform Combined State Law Examination
    2007-08-10
  • S63 Uniform Securities Agent State Law Examination
    2006-07-28
Other Names
  • Toby Nathaniel Theel
  • Toby Theel

View on SEC IAPD

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MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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