Stephen Anthony Mendel

Current Employers

Employment History

• 01/2002 → Present
  The Mendel Law Firm, L.P.
  Houston, TX
• 12/2014 → Present
  Vested Legacy Wealth Management, L.P.
  Houston, TX
• 06/2024 → Present
  Integrity Advisory Solutions
  Houston, TX

Previous Registrations

• 2015-02-10 → 2024-10-18
  Vested Legacy Wealth Management, L.P.
  Houston, TX

Other Businesses

1. American Academy Wealth; Investment related; 19419 Kessington Ln Houston, TX 7794; DBA for wealth management; IAR; 07/01/2024; 0 hours per month; 0 hours during trading hours; DBA for wealth management. 2. Investors Residential Services, LLC; investment related; 1155 Dairy Ashford, Suite 104; Houston, TX 77079; Real estate; President; 04/03/2001; 6 hours per month; 2 hours during trading hours; Manage residential income producing property. 3. Texana Oaks Investment, LP; Investment related; 1155 Dairy Ashford, Suite 104, Houston, TX 77079; Real estate; President; 05/03/2005; 4 hours per month; 2 hours during trading hours; All matters associated with owning, managing, and selling rural acreage that is currently part of a rural acreage portfolio for the benefit of myself and my wife. The objective is to divest this entity of its portfolio and terminate the entity. 4. The Mendel Law Firm, LP; Non investment-related; 1155 Dairy Ashford, Suite 104; Houston, TX 77079; Law firm; President; 03/01/1995; 220 hours per month; 130 hours during trading hours; Owner/Managing Partner of a law firm with a primary focus on estate/trust planning, probate/trust administration, probate/trust litigation, and Elder law. 5. Vested Legacy Wealth Management, LP; Investment related; 1155 Dairy Ashford, Suite 104, Houston, TX 77079; RIA; President & IAR; 12/16/2014; 15 hours per month; 5 hours during securities trading hours; 10. Duties Description: All matters associated with owning and operating a wealth management firm. 6. Real Estate Broker; Investment related; 19419 Kessington Ln Houston, TX 7794; Real Estate; Broker; 05/10/1982; 4 hour per month; 2 hours during trading hours; Authorized to list, buy, sell, and/or lease real estate properties for third parties, and to be paid a commission regarding same. Note: this work is not for advisory clients. 7. Fixed insurance sales; Investment related; 19419 Kessington Ln Houston, TX 7794; Fixed insurance sales; Agent; 05/09/2028; 0 hours per month; 0 hours during trading hours; Licensed to sell life, accident, health, pre-need funeral insurance, and HMO policies. 8. CHELSEA PARK, LP POSITION: Owner NATURE: Chelsea Park acquires and manages marketable real estate for income producing properties. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/04/1994 ADDRESS: 1155 Dairy Ashford, Suite 104, Houston TX 77079, United States DESCRIPTION: I manage the entity's operations on an as-needed basis.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-04