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Current Employers
Maclendon Wealth Management, Llc

137 Nw 1St Avenue, Delray Beach, FL 33444 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-02-12
FL RA APPROVED 2011-06-21
  • TX RA
    APPROVED
    Since 2013-02-12
  • FL RA
    APPROVED
    Since 2011-06-21

Branch Locations

137 Nw 1St Avenue, Delray Beach, FL 33444 • 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
OrganizationCityStateFromTo
Maclendon Wealth Management, Llc Delray Beach FL 06/2011 Present
Comprehensive Asset Management & Servicing, Inc. Parsippany NJ 06/2014 Present
Previous Registrations
Other Businesses

(1) MACLENDON WEALTH MANAGEMENT; INVESTMENT RELATED; 137 NW 1ST AVENUE, DELRAY BEACH, FL 33444; RIA; PRINCIPAL; 6/10/2011; 144 HRS/MONTH - 110 DURING SECURITIES HOURS; FINANCIAL ADVISOR. (2) SJO WORLD WIDE LLC, d/b/a used: Knight Sky Capital/Knight Sky Ventures; INVESTMENT RELATED;137 NW 1ST AVENUE , DELRAY BEACH, FL 33444; Service description: Personal/private equity investments; Title: LLC Member; Start date: 6/10/2011; Duties: investment evaluation; Amount of time devoted: 4 HRS/month. (3) Insurance Producer; Delray Beach, FL; non-investment related; Start date: 3/22/19; Duties: selling term/LTC policies; Title: Principal; Time spent: 3 hrs/mo. (4) RV Rental, Delray Beach, FL; non-investment related; Start date: 3/01/2006; Duties: rent out a personally owned RV through RVshare.com; Time spent: 0. (5) Luna Morada, Investment related: No, 137 NW 1st Ave, Delray Beach, FL, 33444, Privately owned rental property in the Keys, Owner, 03/10/2021, 1 hour / month, Oversight of property when necessary (6) Jeremy Office, Investment related:Yes, 137 NW 1st Ave, Delray Beach, FL, 33444, Trustee, Trustee, 01/01/2024, 4-5 hours a month, Account oversite, tax coordination, trust reviews, legal and accounting coordination

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-03
  • S66 Uniform Combined State Law Examination
    2002-08-03
Designations

View on SEC IAPD

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