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Jake Eddy Pendl

Sagace Wealth Management

St. Petersburg, FL

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Current Employers
Sagace Wealth Management

877 Executive Center Drive West Suite 100, St. Petersburg, FL 33702 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-24
  • FL RA
    APPROVED
    Since 2024-05-24

Branch Locations

877 Executive Center Drive West Suite 100, St. Petersburg, FL 33702 • 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
OrganizationCityStateFromTo
Oakwood Sports Center Glastonbury CT 11/2018 05/2019
Fedex Willington CT 01/2020 05/2021
Eastern Connecticut State University Willimantic CT 08/2017 05/2021
Unemployed Bloomfield CT 05/2021 02/2022
National Financial Network New Haven CT 02/2022 10/2022
Cromwell High School Cromwell CT 08/2013 06/2017
Park Avenue Securities, Llc New Haven CT 03/2022 09/2022
Guardian Life Insurance Company New Haven CT 02/2022 10/2022
Mml Investors Services, Llc West Hartford CT 10/2022 04/2024
Massmutual Life Insurance Company West Hartford CT 03/2023 04/2024
Sagace Wealth Management Llc St. Petersburg FL 04/2024 Present
  • 11/2018 → 05/2019
    Oakwood Sports Center
    Glastonbury, CT
  • 01/2020 → 05/2021
    Fedex
    Willington, CT
  • 08/2017 → 05/2021
    Eastern Connecticut State University
    Willimantic, CT
  • 05/2021 → 02/2022
    Unemployed
    Bloomfield, CT
  • 02/2022 → 10/2022
    National Financial Network
    New Haven, CT
  • 08/2013 → 06/2017
    Cromwell High School
    Cromwell, CT
  • 03/2022 → 09/2022
    Park Avenue Securities, Llc
    New Haven, CT
  • 02/2022 → 10/2022
    Guardian Life Insurance Company
    New Haven, CT
  • 10/2022 → 04/2024
    Mml Investors Services, Llc
    West Hartford, CT
  • 03/2023 → 04/2024
    Massmutual Life Insurance Company
    West Hartford, CT
  • 04/2024 → Present
    Sagace Wealth Management Llc
    St. Petersburg, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-06
S63 Uniform Securities Agent State Law Examination 2022-03-25
  • S65 Uniform Investment Adviser Law Examination
    2022-05-06
  • S63 Uniform Securities Agent State Law Examination
    2022-03-25

View on SEC IAPD

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