Edward Joseph Pipkin

Employer firm

Mariner Independent CRD 305418

$7.34B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 12/2021
  Lpl Financial Llc
  Rockwall, TX
• 04/2016 → 12/2021
  American National Bank Of Tx
  Rockwall, TX
• 12/2021 → 11/2024
  Ameriprise Financial Services, Llc
  Rockwall, TX
• 11/2024 → Present
  Xtramile Financial Group
  Tampa, FL
• 11/2024 → Present
  Mariner Platform Solutions
  Overland Park, KS

Previous Registrations

• 2021-12-01 → 2024-11-21
  Ameriprise Financial Services, Llc
  Rockwall, TX
  Dallas, TX
• 2016-04-08 → 2021-12-03
  Lpl Financial Llc
  Rockwall, TX
  Rockwall, TX
  Mesquite, TX
  Dallas, TX
• 2015-03-02 → 2016-05-09
  Transamerica Financial Advisors, Llc
  Plano, TX

Other Businesses

1) Xtramile Financial Group; Investment-related, Tampa, FL, Offering investment services through Mariner Platform Solutions/Mariner Independent, start date; 11/15/24, 160 hours per month during securities trading hours. 2) DPL Financial Partners, LLC; Investment-related; Tampa, FL; Offering annuity and insurance solutions; Life Insurance Agent; Start Date: 07/07/2025; 16 hrs/mo during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-02
• S63 Uniform Securities Agent State Law Examination
  1985-03-26

Other Names

• Ej Pipkin
• Edward Joseph Pipkin
• Edward Joseph Pipkin