Kyle Stein

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	2023-09-14
IL	RA	APPROVED	2023-07-13

TX RA
APPROVED

Since 2023-09-14
IL RA
APPROVED

Since 2023-07-13

Branch Locations

54 Executive Plaza Court, Maryville, IL 62062 • 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
Edward Jones	St Louis	MO	05/2023	Present
Rehab Management Group Dba Apex Network Physical Therapy	O'FAllon	IL	03/2017	05/2023
Benchmark Physical Therapy	Swansea	IL	01/2012	01/2017

05/2023 → Present

Edward Jones

St Louis, MO
03/2017 → 05/2023

Rehab Management Group Dba Apex Network Physical Therapy

O'FAllon, IL
01/2012 → 01/2017

Benchmark Physical Therapy

Swansea, IL

Other Businesses

Kyle Stein Type of business: Rental Property Fairview Heights, IL Start date: 8/1/2017 Rental Property Hours per week: 10 Hours during trading: 0 Desc: Return phone calls from client and address concerns as needed. Pay bills and handle other administrative activities as well.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-07-12

S66 Uniform Combined State Law Examination

2023-07-12

View on SEC IAPD