Kirk Louis Mandlin

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  San Jose, CA
• 11/2016 → 03/2017
  Wells Fargo Clearing Services, Llc
  San Jose, CA
• 03/2017 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2008-03-24 → 2017-04-03
  Wells Fargo Clearing Services, Llc
  Portland, OR
  San Jose, CA
  San Jose, CA
  San Jose, CA
  San Jose, CA
  Lake Oswego, OR
• 2005-04-21 → 2008-04-02
  Ubs Financial Services Inc.
  San Jose, CA
• 1993-05-12 → 2005-04-25
  Morgan Stanley Dw Inc.
  Purchase, NY

Other Businesses

Distinguished Properties Type of business: Real Estate Tumwater, WA Start date: 1/21/2000 General Partner Hours per week: 2 Hours during trading: 0 Maintain Property Business Builder, LLC Type of business: Authorship Tumwater, WA Start date: 6/1/2017 Member Hours per week: 1 Hours during trading: 0 Business Builder, LLC is a holding company for intellectual property, namely a series of books and CD/DVD which describe how a financial advisor can become successful. Currently the plan is to have three books: Story Builder, Advocate Builder and Referral Builder and one DVD: Optimize Your Business Distinguished Properties 401(k) Plan Type of business: Employer Plan Tumwater, WA Start date: 10/1/2021 Trustee Hours per week: 1 Hours during trading: 0 Desc: This 401(k) plan holds securities and one property. I act as a trustee. The property owned is leased to Edward Jones. New Beginnings Church, Inc. Oklahoma City, OK Start date: 7/23/2021 Director Hours per week: 0 Hours during trading: 0 Guide the organization by providing insight to the leadership of the church. Vote on official business of the Church. Distinguished Properties - Residential LLC Type of business: Rental Real Estate Tumwater, WA Start date: 10/20/2021 Member Hours per week: 2 Hours during trading: 0 Desc: 50% owner of the business which holds real estate. This is the same company (ownership and assets) that we have owned (Distinguished Properties-a WA General Partnership) but is formed as an LLC for liability purpose. The existing single family residences will be retitled to be owned by this LLC. Edward Jones Type of business: Brokerage St. Louis, MO Start date: 12/31/2022 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities Buisness Builder, LLC Type of business: Authorship Tumwater, WA Start date: 6/1/2017 Member Hours per week: 0 Hours during trading: 0 Business Builder, LLC is a holding company for intellectual property, namely a series of books and CD/DVD which describe how a financial advisor can become successful. Currently the plan is to have three books: Story Builder, Advocate Builder and Referral Builder and one DVD: Optimize Your Business

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-03-17
• S63 Uniform Securities Agent State Law Examination
  1992-01-24