Stanley Earnest Pyndus

Employer firm

Shade Tree Partners LLC CRD 150865

$63.0M regulatory AUM 60 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → Present
  Shade Tree Partners Llc
  Dallas, TX

Previous Registrations

• 2008-07-03 → 2010-05-25
  Evolve Securities, Inc.
  Dallas, TX
• 2010-05-10 → 2010-05-25
  Evolve Investment Advisors
  Austin, TX
• 2007-04-02 → 2008-07-23
  Morgan Stanley & Co. Llc
  Plano, TX
• 1991-06-04 → 2007-04-02
  Morgan Stanley Dw Inc.
  Plano, TX
  Plano, TX

Other Businesses

SHADE TREE PARTNERS LLC, INVESTMENT RELATED, INVESTMENT ADVIOSRY TO QUALIFIED PLANS, PARTNER, JULY 2009, 10 HOURS PER WEEK, 1-2 HOURS DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-08
• S63 Uniform Securities Agent State Law Examination
  1979-06-27

Other Names

• Bodie Pyndus