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Joyce A. Butler

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CRD#: 1324091
JB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joyce Ann Butler, who also goes by Joyce A Butler, Joyce A Conerly, Joyce Ann Conerly, Joyce Ann Damalas, was a registered financial professional .

Joyce is a previously registered financial professional and started their career in finance in 1996. Joyce had worked at 12 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joyce A Butler | Joyce A Conerly | Joyce Ann Conerly | Joyce Ann Damalas

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Kennedy Capital Management LLC, ST. LOUIS, MO, INVESTMENT RELATED-RIA, START DATE 04/02/2018, SENIOR COMPLIANCE ANALYST, REVIEW REGULATORY, INTERNAL AND CLIENT RELATED PROCESSES, 180 HOURS PER MONTH WITH ALL DURING SECURITIES TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 21, 2019 - July 2, 2025

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
St. Louis, MO
Past

July 20, 2018 - July 3, 2025

KENNEDY CAPITAL MANAGEMENT

RIA
CRD#: 105834
Litchfield Park, AZ
Past

February 9, 2018 - April 9, 2018

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
St. Louis, MO
Past

November 18, 2016 - January 24, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

September 7, 2011 - January 24, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
ST LOUIS, MO
Past

August 7, 2002 - May 4, 2004

FFP ADVISORY SERVICES INC

RIA
CRD#: 110778
CHESTERFIELD, MO
Past

August 7, 2002 - May 4, 2004

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

October 10, 2001 - May 21, 2002

CITISTREET EQUITIES LLC

BD
CRD#: 7447
SOMERSET, NJ
Past

June 12, 2001 - October 2, 2001

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

March 22, 2000 - March 29, 2000

SCOTTRADE, INC.

BD
CRD#: 8206
ST. LOUIS, MO
Past

November 8, 1999 - March 27, 2000

MOSES.COM SECURITIES, INC.

BD
CRD#: 21442
ST. LOUIS, MO
Past

October 1, 1998 - March 1, 1999

MERCANTILE INVESTMENT SERVICES, INC.

BD
CRD#: 19908
ST. LOUIS, MO
Past

July 2, 1996 - October 2, 1998

BRUNO, STOLZE & COMPANY, INC.

BD
CRD#: 7091

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/3/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/31/2001
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


ID
IMST DISTRIBUTORS, LLC
FORESIDE DISTRIBUTION PARTNERS, LLC | PNC FUND DISTRIBUTOR, LLC | PNC FUND DISTRIBUTOR, INC. | MERCANTILE INVESTMENT SERVICES, INC. | IMST DISTRIBUTORS, LLC

CRD#: 130745 / SEC#: , 8-66389

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/01/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENECHIEF COMPLIANCE OFFICER / VP / TREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


IMST DISTRIBUTORS, LLC

CRD#: 130745

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