Julio Mendez has been an investment adviser representative at TBG-Bedford Group since May 2026, and is not listed among the firm’s executive officers or direct owners.
TBG-Bedford Group LLC is a Saint Louis, MO firm with $758M under management, 960 clients and 9 advisers across 3 offices, as of its August 2026 filing.
Julio Mendez’s longest registration was 5 years at Edward Jones (2017–2023). Before joining TBG-Bedford Group in 2026, Julio Mendez was registered through Ameriprise Financial Services, LLC and Edward Jones.
- TBG-Bedford Group LLCCurrent– present · under a yearSaint Louis, MO · Adviser representative · Firm CRD 341573
- Ameriprise Financial Services, LLC– · 3 yearsClayton, MO · Adviser representative · Firm CRD 6363
- Edward Jones– · 5 yearsRichmond Heights, MO · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Julio Mendez is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in May 2026.
- MissouriSince 1 May 2026
- TexasResidentSince 1 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 February 2017 |
| Series 7 | General Securities Representative Examination | 8 February 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6739857
- Firm
- TBG-Bedford Group · CRD 341573
- Office
- 10310 GERMAN BLVD, Saint Louis, MO 63131
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Julio Mendez work?
Julio Mendez is an investment adviser representative registered through TBG-Bedford Group LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Julio Mendez a financial advisor?
Yes. Julio Mendez has a current investment-adviser registration in Missouri and Texas, through TBG-Bedford Group since May 2026.
How many years of experience does Julio Mendez have?
Julio Mendez has 9 years in the financial industry, since February 2017, across 3 adviser firms.
What exams has Julio Mendez passed?
Julio Mendez has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2017. FINRA credited Julio Mendez with the SIE, which began in October 2018.
Where did Julio Mendez work before TBG-Bedford Group?
Before TBG-Bedford Group, Julio Mendez was registered through Edward Jones, April 2017 to April 2023.
Where is Julio Mendez based?
Julio Mendez’s registered office is in Saint Louis, MO.
Is Julio Mendez registered with FINRA?
Yes. Julio Mendez has a current broker registration, under CRD 6739857.
Source: FINRA BrokerCheck
How can I verify Julio Mendez’s record?
Search CRD 6739857 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Julio Mendez’s full registration record.