Kendall Taylor Maccagnan

Current Employers

Off The Bay Wealth Llc

Tampa, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-02-06

FL RA
APPROVED

Since 2026-02-06

Branch Locations

Tampa, FL • 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

Organization	City	State	From	To
Off The Bay Wealth, Llc	Tampa	FL	09/2025	Present
Valpak	St. Petersburg	FL	08/2023	Present
Td Synex	Clearwater	FL	05/2021	08/2023
Cliftonlarsonallen	Tampa	FL	07/2017	05/2021
Teds Montana Grill	Littleton	CO	08/2015	11/2019

09/2025 → Present

Off The Bay Wealth, Llc

Tampa, FL
08/2023 → Present

Valpak

St. Petersburg, FL
05/2021 → 08/2023

Td Synex

Clearwater, FL
07/2017 → 05/2021

Cliftonlarsonallen

Tampa, FL
08/2015 → 11/2019

Teds Montana Grill

Littleton, CO

Other Businesses

KENDALL MACCAGAN IS ALSO THE MANAGING MEMBER OF KMLV REAL ESTATE 1 AN ENTITY FORMED TO MANAGE EXISTING AND POTENTIAL REAL ESTATE INVESTMENTS. LESS THAN 5% OF HER TIME IS SPENT ON THIS ACTIVITY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-22

S65 Uniform Investment Adviser Law Examination

2025-09-22

Designations

View on SEC IAPD