Brian T Dolan

North Kansas City, MO

CRD 7969203

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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

Authority	Category	Status	Date
KS	RA	APPROVED	2024-10-15
MO	RA	APPROVED	2024-10-15

KS RA
APPROVED

Since 2024-10-15
MO RA
APPROVED

Since 2024-10-15

Branch Locations

1907 Swift Avenue Suite 200, North Kansas City, MO 64116 • 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
Shamrock Trading Corporation	Overland Park	KS	06/2017	07/2024
Edward Jones	St Louis	MO	08/2024	Present
Full-Time Education	Lawrence	KS	06/2014	06/2017

06/2017 → 07/2024

Shamrock Trading Corporation

Overland Park, KS
08/2024 → Present

Edward Jones

St Louis, MO
06/2014 → 06/2017

Full-Time Education

Lawrence, KS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-14

S66 Uniform Combined State Law Examination

2024-10-14

Other Names

Brian Dolan

View on SEC IAPD

Nearby Firms

PROSPERITY PLANNING

CETERA INVESTMENT ADVISERS LLC

PRIVATE CLIENT SERVICES, LLC

Nearby Investors

RYAN KENT NOBLE

Justin Ronald Locke

KENNETH AUSTIN BORUM

Nearby Offices

PROSPERITY PLANNING · NORTH KANSAS CITY, MO

CETERA INVESTMENT ADVISERS LLC · NORTH KANSAS CITY, MO

EDWARD JONES · North KANSAS CITY, MO

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