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Brian Charles Lamonica

Edward Jones

Miramar Beach, FL

CRD 7621404

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-02
FL RA APPROVED 2022-11-22
  • TX RA
    APPROVED
    Since 2023-11-02
  • FL RA
    APPROVED
    Since 2022-11-22

Branch Locations

The Market Shops 9375 U S Highway 98 W Suite 26, Miramar Beach, FL 32550-0000 • 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 09/2022 Present
Sandestin Investments Llc Miramar Beach FL 02/2009 09/2022
  • 09/2022 → Present
    Edward Jones
    St Louis, MO
  • 02/2009 → 09/2022
    Sandestin Investments Llc
    Miramar Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-18
  • S66 Uniform Combined State Law Examination
    2022-11-18

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC · MIRAMAR BEACH, FL
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PARK AVENUE SECURITIES LLC · MIRAMAR BEACH, FL

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