# Peter Bertone

Peter Bertone is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with EDWARD D. JONES & CO., L.P..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2021-04-27 | present | Yes |
| [KEY INVESTMENT SERVICES LLC](https://search.stillhousedata.com/firm/136300) | 2016-09-21 | 2016-12-31 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2011-02-14 | 2016-09-21 | — |
| [THE MUTUAL FUND STORE](https://search.stillhousedata.com/firm/141364) | 2007-03-29 | 2010-03-15 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2004-10-20 | 2006-09-20 | — |
| [QUICK & REILLY, INC.](https://search.stillhousedata.com/firm/11217) | 2002-11-25 | 2004-10-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2272479)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2272479.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.