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Kendell Bolen Adler

Capital Square, LLC

Waco, TX

Athens, TN

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Current Employers
Capital Square, Llc

1 West College St Suite 4, Athens, TN 37303 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-20
  • TX RA
    APPROVED_RES
    Since 2020-04-20

Branch Locations

5006 Lakeland Circle, Waco, TX 76701 • United States

1 West College St Suite 4, Athens, TN 37303 • 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
Stancorp Equities, Inc. Cincinnati OH 05/2009 11/2019
Stancorp Investment Advisers, Inc. Cincinnati OH 05/2009 11/2019
Standard Retirement Services, Inc. Cincinnati OH 01/2010 11/2019
Capital Square, Llc Chattanooga TN 04/2020 Present
Unemployed Roanoke TX 11/2019 03/2020
  • 05/2009 → 11/2019
    Stancorp Equities, Inc.
    Cincinnati, OH
  • 05/2009 → 11/2019
    Stancorp Investment Advisers, Inc.
    Cincinnati, OH
  • 01/2010 → 11/2019
    Standard Retirement Services, Inc.
    Cincinnati, OH
  • 04/2020 → Present
    Capital Square, Llc
    Chattanooga, TN
  • 11/2019 → 03/2020
    Unemployed
    Roanoke, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-12
S63 Uniform Securities Agent State Law Examination 2002-10-21
  • S65 Uniform Investment Adviser Law Examination
    2006-09-12
  • S63 Uniform Securities Agent State Law Examination
    2002-10-21
Designations
Other Names
  • Kendell Bolen Adler

View on SEC IAPD

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Other Offices

THE ASPEN EQUITY GROUP · WACO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WACO, TX
ACADEMY CAPITAL MANAGEMENT · WACO, TX
ACADEMY CAPITAL MANAGEMENT · WACO, TX
ACADEMY CAPITAL MANAGEMENT · WACO, TX
J.P. MORGAN SECURITIES LLC · WACO, TX
JOHN WESSLER & ASSOCIATES · WACO, TX
EDWARD JONES · WACO, TX

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