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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-28 |
| CA | RA | APPROVED | 2025-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2003 | 10/2025 |
| Kendall Wealth Partners | Pacific Grove | CA | 04/1992 | Present |
| Raymond James Financial Services Advisors, Inc. | Waltham | MA | 10/2025 | Present |
Symmetry Financial Advisors Inc; investment related; Pacific Grove, CA; term and long-term care insurance; Agent; Started 01/2007; 2hrs/month; 0hrs/month during trading hours; Help clients obtain term life or LTCI. Susan L Kendall, CPA; not invest related; Pacific Grove, CA; Tax and accounting services; Owner; Started 04/1992; 4hrs/month; 4hrs/month during trading hours; Taxes and some accounting. Kendall Financial Services 401k plan; investment related; Pacific Grove; 401k plan for my business; Trustee; Started 01/2007; 2hrs/month; 0hrs/month during trading hours; Plan administrator, monitor and manage 401k plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-10 |
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