Peter Kendrick is a CFP-designated registered investment advisor, based in Bend, OR, with 6 years of industry experience.
Location
Bend, OR
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sofi Securities LLC
April 2025 - Present · 1 yr 5 mos
Sofi Wealth LLC
April 2025 - Present · 1 yr 5 mos
Sofi Securities LLCBroker
April 2025 - Present · 1 yr 5 mos
Previous Registrations
Principal Advised Services
August 2024 - April 2025 · 8 mos
Principal Securities, INC.
July 2022 - November 2023 · 1 yr 4 mos
Principal Securities, INC.Broker
July 2022 - April 2025 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLC
October 2017 - November 2020 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
July 2017 - November 2020 · 3 yrs 4 mos
State Registrations1 state
OR
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.