Joshua M Mendibles

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-06-29
TX	RA	APPROVED	2023-06-29

Branch Locations

2565 W Chandler Blvd, Chandler, AZ 85224 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	11/2022	Present
Seville Golf And Country Club	Gilbert	AZ	10/2021	10/2022
Frys Food And Drug	Gilbert	AZ	07/2020	10/2021
Fossil Group Inc.	Tucson	AZ	10/2018	04/2020
J.CRew Group Inc.	Marana	AZ	03/2018	08/2019
Fossil Group Inc.	Tucson	AZ	11/2015	01/2018
The University Of Arizona	Tucson	AZ	09/2013	12/2019

11/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
10/2021 → 10/2022

Seville Golf And Country Club

Gilbert, AZ
07/2020 → 10/2021

Frys Food And Drug

Gilbert, AZ
10/2018 → 04/2020

Fossil Group Inc.

Tucson, AZ
03/2018 → 08/2019

J.CRew Group Inc.

Marana, AZ
11/2015 → 01/2018

Fossil Group Inc.

Tucson, AZ
09/2013 → 12/2019

The University Of Arizona

Tucson, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-06-28