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Registered advisor
K••• C•••••
Feed of 09/14/2026
Also filed as Kara Lynn Mendez
At current firm
7 y
since Mar 6, 2019
In the industry
17 y
since May 27, 2009 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Mar 6, 2019 · Venice, Fl
- T••••• A••••••• S•••••••• I••• BD affiliatedAug 22, 2016 to Mar 7, 2018 · Englewood, Fl
- S••••••• I••••••••• S•••••••• I••• formerNov 24, 2015 to Dec 31, 2016 · Englewood, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseFeb 11, 2015 to Nov 30, 2015 · Venice, Fl
- W•••• F•••• A••••••• wirehouseJul 9, 2014 to Jan 2, 2015 · Venice, Fl
- S••••••• I••••••••• S•••••••• I••• formerJun 1, 2009 to Aug 15, 2012 · Port Charlotte, Fl
Moves
a registration end followed by a registration begin elsewhere
- T••••• A••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Mar 7, 2018, registered Mar 6, 2019 (364 days) · Other · moved with a team
- S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••left Dec 31, 2016, registered Aug 22, 2016 (-131 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S••••••• I••••••••• S•••••••• I•••left Nov 30, 2015, registered Nov 24, 2015 (-6 days) · Other
- W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jan 2, 2015, registered Feb 11, 2015 (40 days) · Wirehouse to wirehouse
- S••••••• I••••••••• S•••••••• I••• to W•••• F•••• A•••••••left Aug 15, 2012, registered Jul 9, 2014 (693 days) · Other
Signals
No dated event on this person.
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
- Wirehousederived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address