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JM

Joseph Mckendry

PARTNERS FINANCE
Madison, CT 06443
Some features on this profile are disabled
CRD#: 5922995
JM

Professional summary

Joseph Mckendry is a registered financial professional currently at PARTNERS FINANCE located in Madison, Connecticut.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 2011. Joseph has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joseph Mckendry's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 6, 2026 - Present

PARTNERS FINANCE

Office #1: 147 Durham Road Unit 12a, Office 5, Madison, CT 06443
BD
CRD#: 315067
Madison, CT
Past

August 21, 2025 - February 9, 2026

T. ROWE PRICE ASSOCIATES, INC.

RIA
CRD#: 105496
Bethesda, MD
Past

March 28, 2025 - February 9, 2026

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD
Past

December 3, 2019 - March 11, 2025

IM GLOBAL US DISTRIBUTORS LLC

BD
CRD#: 299892
Consohocken, PA
Past

June 6, 2013 - December 6, 2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
CONSHOHOCKEN, PA
Past

July 29, 2011 - June 5, 2013

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
BALA CYNWYD, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/6/2026)
RR
Connecticut
(2/6/2026)
RR
Florida
(2/6/2026)
RR
Georgia
(2/6/2026)
RR
Kansas
(2/6/2026)
RR
Louisiana
(2/6/2026)
RR
Maryland
(2/6/2026)
RR
Massachusetts
(2/6/2026)
RR
Michigan
(2/6/2026)
RR
New Jersey
(2/6/2026)
RR
New Mexico
(2/6/2026)
RR
New York
(2/6/2026)
RR
North Carolina
(2/6/2026)
RR
Pennsylvania
(2/6/2026)
RR
South Carolina
(2/6/2026)
RR
Tennessee
(2/6/2026)
RR
Texas
(2/6/2026)
RR
Utah
(2/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/1/2025
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/17/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/28/2011
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PF
PARTNERS FINANCE
PARTNERS FINANCE | PCR FINANCE GROUP, LLC | PARTNERS FINANCE GROUP

CRD#: 315067 / SEC#: , 8-70762

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
5847 San Felipe St Suite 1400, Houston, TX 77057
Mailing Address
5847 San Felipe St Suite 1400, Houston, TX 77057
Phone number
(713) 985-4620
Established
Texas since 05/25/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PCR REAL ESTATE HOLDING COMPANY, LLCMEMBER
FAXON, REYHEENA MARIAFINOP4219599
ROYAL, JEFFREY MCHIEF COMPLIANCE OFFICER5844781
SILBERMAN, JONATHAN ALANELECTED MANAGER, EXECUTIVE REP.1457569

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARTNERS FINANCE

CRD#: 315067Madison, CT 06443

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