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Feed of 09/14/2026
Also filed as Kendall L Weller
At current firm
4 y
since Jul 22, 2022
In the industry
21 y
since Apr 8, 2005 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- E••••• J•••• national BD currentsince Jul 22, 2022 · Durham, Nc
- T••••• A••••••• S•••••••• I••• BD affiliatedSep 13, 2016 to Jul 7, 2022 · Durham, Nc
- S••••••• I••••••••• S•••••••• I••• formerMay 29, 2015 to Dec 31, 2016 · Durham, Nc
- W•••• F•••• A••••••• wirehouseSep 26, 2013 to May 19, 2015 · Apex, Nc
Moves
a registration end followed by a registration begin elsewhere
- T••••• A••••••• S•••••••• I••• to E••••• J••••left Jul 7, 2022, registered Jul 22, 2022 (15 days) · Affiliated broker-dealer or bank to another
- S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••left Dec 31, 2016, registered Sep 13, 2016 (-109 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to S••••••• I••••••••• S•••••••• I•••left May 19, 2015, registered May 29, 2015 (10 days) · Other · moved with a team
Signals
- K•••••• W••••• left T••••• A••••••• S•••••••• I••• for E••••• J•••• (registered 2022-07-22)Jul 7, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address