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Dewayne Ladon Ellis

The Wealth Syndicate LLC

Silver Spring, MD

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Current Employers
The Wealth Syndicate Llc

8403 Colesville Road Suite 1100, Silver Spring, MD 20910 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-10-30
MD RA APPROVED 2025-10-30
  • DC RA
    APPROVED
    Since 2025-10-30
  • MD RA
    APPROVED
    Since 2025-10-30

Branch Locations

8403 Colesville Road Suite 1100, Silver Spring, MD 20910 • 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
The Wealth Syndicate Llc Silver Spring MD 12/2015 Present
Previous Registrations
  • 2015-03-13 → 2016-01-20
    Washington, DC
    Bethesda, MD
    Bethesda, MD
    Bethesda, MD
  • 2015-01-28 → 2015-02-27
    Capital One Advisors, Llc
    Seattle, WA
  • 2014-04-25 → 2015-01-28
    Capital One Financial Advisors Llc
    Melville, NY
  • 2010-04-19 → 2014-04-14
    Greenbelt, MD
    Bowie, MD
    St Louis, MO
  • 2008-07-25 → 2010-04-12
    Truist Investment Services, Inc.
    Laurel, MD
    Washington, DC
    Washington, DC
    Washington, DC
  • 2005-10-26 → 2008-07-09
    Banc Of America Investment Services, Inc.
    Baltimore, MD
    Greenbelt, MD
Other Businesses

1. DeWayne LaDon Ellis is a Producing Agent with Mass Mutual Insurance where he offers different types of life, Disability, Long term care, Whole Life and Group insurance. He spends 2 hours of his time on these activities during trading hours and outside of trading hours. 20% of his yearly compensation comes from these activities. 2. DeWayne LaDon Ellis is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. The Wealth Syndicate LLC always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of The Wealth Syndicate LLC in such individual's outside capacities. 3. General Agent ; Ameritas/ Ohio National / Crump Insurance; Investment Related: Yes; Location: 1100 New Jersey Ave SE #118 Washington DC 20003; Description of the business: Life Insurance, Disability, Long Term Care, Annuities and Group Insurance sales and Planning; Start date with business: 2021-02-05; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 35;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-25
  • S66 Uniform Combined State Law Examination
    2005-10-25
Other Names
  • Dewayne Ellis

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