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Advisor at KENDALL CAPITAL MANAGEMENT
ROCKVILLE, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KENDALL CAPITAL MANAGEMENT | Independent wealth | Jul 11, 2022 | n/a | yes | ROCKVILLE, MD | Current employment |
| MCKINLEY CARTER WEALTH SERVICES, INC. | Independent wealth | Feb 4, 2014 | Jul 15, 2022 | no | GAITHERSBURG, MD|WHEELING, WV | Previous registration |
| YELLOWWOOD FINANCIAL ADVISORS, INC. | Former SEC adviser | Dec 13, 2012 | May 21, 2014 | no | GAITHERSBURG, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MCKINLEY CARTER WEALTH SERVICES, INC. | KENDALL CAPITAL MANAGEMENT | Jul 15, 2022 | Jul 11, 2022 | -4 | Firm change | RIA to RIA |
| YELLOWWOOD FINANCIAL ADVISORS, INC. | MCKINLEY CARTER WEALTH SERVICES, INC. | May 21, 2014 | Feb 4, 2014 | -106 | Firm change after gap | Other |