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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-02 |
| CA | RA | APPROVED | 2018-11-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kendrick & Associates | Santa Rosa | CA | 05/1981 | Present |
| Compu Count | Santa Rosa | CA | 05/1981 | Present |
| Signator Investors, Inc. | Santa Rosa | CA | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Santa Rosa | CA | 11/2018 | Present |
1. RENTAL PROPERTY 2 HOMES; 431 CAMBIASO PL, SANTA ROSA, CA. JOINT OWNER WITH HUSBAND; NON-INVESTMENT RELATED. 1 HR/MO. 2. KENDRICK AND ASSOCIATES POSITION: Gen Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 10 START DATE: 05/01/1981 ADDRESS: 1525 Fourth Street, Santa Rosa CA 95404, United States DESCRIPTION: Tax preparation and planning
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-11-13 |
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