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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2002 | 07/2023 |
| Raymond James Financial Services, Inc. | Mooresville | IN | 07/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Mooresville | IN | 07/2023 | Present |
| Brody J Wealth Management | Mooresville | IN | 07/2023 | Present |
| Kendrick Foundation | Mooresville | IN | 05/2019 | Present |
| Mooresville Consolidated School Corp | Mooresville | IN | 07/2025 | Present |
(1)Name of Business: Brody J Wealth Management Address: 12 W Main St, Mooresville, IN, 46158-1660, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 07/07/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is the LLC for my Business connected with Pendill Wealth Management (2)Name of Business: Crimson Real Estate LLC Address: 12 W Main St, Mooresville, IN, 46158-1660, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I created this LLC to put my building title under. I rent this building to my business for $3,000 each month. (3)Name of Business: Kendrick Foundation Address: 11 West Main St, Mooresville, IN, 46158, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Officer - Secretary, Committee Member Investment Related: Yes Start Date: 09/15/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Approve scholarship applications and grant funding. As Secretary I will take Meeting minutes at each board meeting.\nMy role as Treasurer is to oversee the financial reports for the organization. I do not control or have access to any of the banking accounts, nor do I serve as an authorized payor on the accounts (4)Name of Business: Pendill Wealth Management Address: 140 Meadow Lake Dr, Mooresville, IN, 46158-1497, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 07/07/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is our business name for our practice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-25 |
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