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Nan Margaret Pendleton

Old Port Advisors

Portland, ME

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Current Employers
Old Port Advisors

130 Middle Street 2Nd Floor, Portland, ME 04101-7104 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-01-07
TX RA APPROVED_RES 2024-12-18
  • ME RA
    APPROVED
    Since 2025-01-07
  • TX RA
    APPROVED_RES
    Since 2024-12-18

Branch Locations

130 Middle Street 2Nd Floor, Portland, ME 04101-7104 • 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
Quintessentially Inc New York NY 12/2018 12/2021
Wme Img- Endeavor Global Marketing New York NY 07/2017 12/2018
Soho Experiential New York NY 04/2011 07/2017
Robert W. Baird & Co., Inc. Portland ME 01/2022 08/2024
Old Port Advisors Portland ME 11/2024 Present
  • 12/2018 → 12/2021
    Quintessentially Inc
    New York, NY
  • 07/2017 → 12/2018
    Wme Img- Endeavor Global Marketing
    New York, NY
  • 04/2011 → 07/2017
    Soho Experiential
    New York, NY
  • 01/2022 → 08/2024
    Robert W. Baird & Co., Inc.
    Portland, ME
  • 11/2024 → Present
    Old Port Advisors
    Portland, ME
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-23
  • S66 Uniform Combined State Law Examination
    2022-07-23
Other Names
  • Nan Pendleton
  • Nan M Pendleton

View on SEC IAPD

Other Firms

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MASCOMA WEALTH MANAGEMENT
MAINE SECURITIES CORPORATION
PENOBSCOT FINANCIAL ADVISORS

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William Emmet
JOHN MARSHALL PIPER
HELEN ELIZABETH ANDREOLI
WYATT ANDREOLI
STEPHEN DANIEL POULOS
JOSEPH WILLIAM POWERS
LISA SUSAN DEMERS

Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME

More in Portland, ME

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