Kendall Meade is a CFP-designated registered investment advisor, based in Mount Pleasant, SC, with 7 years of industry experience. Kendall is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Mount Pleasant, SC
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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
March 2026 - Present · 7 mos
Sofi Wealth LLC
March 2026 - Present · 7 mos
Sofi Securities LLCBroker
March 2026 - Present · 7 mos
Previous Registrations
Domain Money Advisors, LLC
January 2026 - March 2026 · 2 mos
Sofi Wealth LLC
January 2022 - January 2026 · 4 yrs
Sofi Securities LLCBroker
January 2022 - January 2026 · 4 yrs
Robert W. Baird & CO. Incorporated
October 2018 - January 2022 · 3 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
August 2018 - January 2022 · 3 yrs 5 mos
State Registrations3 states
DESCTX
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.
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