Daniel Whiting Clendenin

Current Employers

Employment History

• 06/2007 → Present
  Cary Street Partners Llc
  Fredericksburg, VA

Other Businesses

1) MARY WASHINGTON HOSPITAL FOUNDATION. TRUSTEE. FREDERICKSBURG, VA. INVESTMENT RELATED ACTIVITY, NO COMPENSATION. ONE MARKET HOUR EVERY OTHER MONTH, TWO TO THREE NON MARKET HOURS A MONTH. BEGAN JANUARY 2014 2) MILLSTONE INVESTMENTS LLC. OWNER. FREDERICKSBURG, VA. INVESTMENT RELATED. NO COMPENSATION. START DATE OF 10/31/19.PURCHASE OF COMMERCIAL REAL ESTATE. NO MARKET HOURS; 3 NON-MARKET HOURS DEVOTED TO ACTIVITY PER MONTH. 3) UNIVERSITY OF VIRGINIA PHYSICIAN'S GROUP INVESTMENT COMMITTEE. MEMBER OF INVESTMENT COMMITTEE. CHARLOTTESVILLE, VA. INVESTMENT RELATED. START DATE OF 06/2016. 1-2 MARKET HOURS AND 3-4 NON-MARKET HOURS DEVOTED TO ACTIVITY PER MONTH. NO COMPENSATION. ASSIST FINANCE COMMITTEE IN OVERSIGHT OF FINANCIAL OPERATIONS AND EXERCISING RESPONSIBILITY FOR INVESTING AND FINANCING ACTIVITIES. 4) FAIRY GODMOTHER. BOARD MEMBER OF FINANCE COMMITTEE. FREDERICKSBURG, VA. INVESTMENT RELATED. START DATE OF 11/2019. OVERSIGHT OF ALL FINANCIAL MATTERS. WWW.FAIRYGODMOTHERPROJECT.ORG. 1 HOUR/MONTH DEVOTED TO ACTIVITY DURING MARKET HOURS. NO COMPENSATION RECEIVED. 5) University of Mary Washington Foundation; Not Investment Related; Foundation - Higher Education;Trustee;3/9/2020;1 hours per month,0 hours per month during trading hours; No Compensation; Investment Committee Member 6) Clendenin Coastal LLC; Not Investment Related; Real Estate, Managing Member; 2020-06-01; 4 hours per month,2 hours per month during trading hours; Other Compensation - Receive rental income generated by investment property - facilitated by property management company. 7) Name: University of Mary Washington Foundation; Investment-related: yes; Address: 1125 Emancipation Hwy #200 Fredericksburg, VA 22401; Nature: Non-profit Foundation - Higher Education; Position/Title/Relationship: Vice-chair; Hours/month: 2; Hours/month- trading: 0; Duties: No Compensation. Provide support/back-up to Chair of the Investment Committee. 8) Name: Executor - Linda Harris (client); Investment-related: yes; Address: 1000 Winchester St. Fredericksburg, VA 22401; Nature: Estate Settlement; Position/Title/Relationship: Executor; Start Date: 3/17/2022; Hours/month: 0; Hours/month-trading: 0; Duties: listed as executor, but estate document language allows for recusal and/or replacement if rep or firm see fit 9) University of Mary Washington Other Business Name: University of Mary Washington Address:1301 College Avenue, Woodard Hall, COB Room 132 Investment-Related? Yes Nature of the Other Business: Educational Institution Postion at Other Business:Adjunct Professor of Personal Finance 320 course Title at Other Business: Adjunct Professor Relationship with Other Business Education Services Start Date of your Relationship:8/26/2024 Approximate Hours/Month devoted to other business:5 Number of Hours devoted to other business during securities trading hours:5 Description of duties related to other Business: Adjunct Professor of Personal Finance 320 course for compensation. 10.Other Business Name: Will I Am FXBG LLC Address:1200 William Street, Fredericksburg, VA 22401 USA Investment-Related?Yes Nature of the Other Business:LLC to purchas investment real estate Postion at Other Business:Manager Title:Manager Start Date of your Relationship:9/30/2024 Will be providing Investment adv?:No Will be involved in the handling of the entity's funds, securities, investments, or like?:Yes Approx Hours/Month devoted:3 No of Hours devoted during trading hours:1 Description :LLC created to purchase investment real estate at 415 William Street, Fredericksburg, VA 22401. 11. Other Business Name: Lingerfelt Commonwealth Value Fund III, LP Address:6641 West Broad Street, Ste 404, Richmond, VA 23230 Investment-Related?Yes Nature of the Other Business:Fund Position :Limited Partnership Advisor Start Date 11/1/2024 providing Investment Advice ?:Yes Handle Funds: No Approx Hrs: 0.5/ trading hrs: 0.5 Compensated: no Qtly mtgs with LPAC leaders to discuss fund, perf, etc.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-29