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TBG-BEDFORD GROUP LLC

SAINT LOUIS, MO · CRD 341573 · IAPD ↗ · (314) 957-5737

$758.1MRegulatory AUM
9Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
September 2026 — TBG-BEDFORD GROUP LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
August 2026 — TBG-BEDFORD GROUP LLC notice-filed in AR, AZ, CO, NC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2026 — TBG-BEDFORD GROUP LLC moved its main office from FESTUS, MO to SAINT LOUIS, MO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
June 2026 — TBG-BEDFORD GROUP LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
June 2026 — QUEEQUEG & MUNGER, LLC is now doing business as TBG-BEDFORD GROUP LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
73
June 2026 — TBG-BEDFORD GROUP LLC grew from 1 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
May 2026 — QUEEQUEG & MUNGER, LLC (FESTUS, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.