Stuart Charles Malakoff

Current Employers

Employment History

• 05/2005 → 10/2020
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Bend, OH
• 10/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Bend, OR
• 10/2020 → Present
  Raymond James Financial Services, Inc.
  Bend, OR
• 10/2020 → Present
  Bend Wealth Advisors
  Bend, OR
• 03/2023 → Present
  Not Provided
  Bend, OR

Previous Registrations

• 2005-05-13 → 2020-10-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
  Princeton, NJ
  Bend, OR
• 2002-06-24 → 2005-05-17
  Morgan Stanley Dw Inc.
  Lawrencevill, NJ

Other Businesses

(1)Name of Business: Bend Wealth Advisors Address: 523 NW Colorado Ave. Ste. 100, Bend, OR, 97703, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/15/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is the DBA for my advisory practice and affiliation with Raymond James. We conduct advisory, consultative, and commission business. (2)Name of Business: Friends of the Children Central Oregon Address: 65920 Old Bend Redmond Hwy, Bend, OR, 97703, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 10/15/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I have been on the Board of Directors for 5 yrs and ended my 3 year term as Board Chair at the end of 2023. I continue as a Board member, serving on the Executive and Finance Committees, and will continue my efforts to raise community awareness in a non-paid position. At the 12/5/24 Board meeting I was asked to serve as Treasurer due to a sudden resignation by the current Treasurer (due to a bandwidth issue). I will have no check writing authority or control of funds as Treasurer. (3)Name of Business: iBend LLC Address: 65835 Waldron Trail, Bend, OR, 97703, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/30/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% owner of entity which owns a multiuse building in Bend. (4)Name of Business: Malakoff Motors LLC Address: 65835 Waldron Trail, Bend, OR, 97703, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 03/17/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Management of a LLC as a 50% owner (my son represents the other 50%) which purchases vehicles and then leases them to another business which is owned 100% by my son. Malakoff Motors will have no other clients aside from my son. I help source, purchase and maintain the vehicles and determine the lease rates my son's company will pay.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-13

Designations