DFX Intelligence

Data Factory

RIA / WealthAdvisor32 years in industry

MARK D WENDELL

Advisor at MD WEALTH PARTNERS, INC

WESTLAKE VILLAGE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fb57c838-1bdc-c070-1646-3471aa80791d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2001 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MD WEALTH PARTNERS, INC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 21, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Mar 21, 1994
First registration: Mar 29, 2001
Dual registered: no
Other names: MARK DWAYNE WENDELL
IAPD individual key: 2444592

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MD WEALTH PARTNERS, INC	State registered	Mar 22, 2016	n/a	yes	WESTLAKE VILLAGE, CA	Current employment
PLANMEMBER SECURITIES CORPORATION	Independent wealth	Aug 17, 2009	Mar 15, 2012	no	WESTLAKE VILLAGE, CA\|Carpinteria, CA\|WESTLAKE VILLAGE, CA	Previous registration
WESCOM FINANCIAL SERVICES, LLC	Former SEC adviser	Mar 16, 2006	Aug 17, 2009	no	GOLETA, CA\|SANTA BARBARA, CA\|THOUSAND OAKS, CA\|THOUSAND OAKS, CA\|SIMI VALLEY, CA\|OXNARD, CA\|CALABASAS, CA\|MOORPARK, CA\|GOLETA, CA\|SANTA BARBARA, CA\|SANTA MARIA, CA\|GOLETA, CA	Previous registration
PARTNERVEST ADVISORY SERVICES LLC	Former SEC adviser	Sep 24, 2003	Dec 1, 2003	no	SANTA BARBARA, CA	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Mar 29, 2001	Aug 20, 2002	no	SANTA BARBARA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PLANMEMBER SECURITIES CORPORATION	MD WEALTH PARTNERS, INC	Mar 15, 2012	Mar 22, 2016	1,468	Firm change after gap	Other
WESCOM FINANCIAL SERVICES, LLC	PLANMEMBER SECURITIES CORPORATION	Aug 17, 2009	Aug 17, 2009	0	Firm change	Other
PARTNERVEST ADVISORY SERVICES LLC	WESCOM FINANCIAL SERVICES, LLC	Dec 1, 2003	Mar 16, 2006	836	Firm change after gap	Other
PRUDENTIAL EQUITY GROUP, LLC	PARTNERVEST ADVISORY SERVICES LLC	Aug 20, 2002	Sep 24, 2003	400	Firm change	Other

Relationships

Registered with (5)

→ MD WEALTH PARTNERS, INCRegistered adviserregistration: current employment
Mar 22, 2016 to presentfactForm ADV
→ PLANMEMBER SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Aug 17, 2009 to Mar 15, 2012factForm ADV
→ WESCOM FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Mar 16, 2006 to Aug 17, 2009factForm ADV
→ PARTNERVEST ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Sep 24, 2003 to Dec 1, 2003factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Mar 29, 2001 to Aug 20, 2002factForm ADV

Dated events

No dated event names this entity yet.