Ashley W. Rendon
Professional summary
Ashley W Rendon, who also goes by Ashley Wallace Rendon, Ashley Mcguire Wallace, is a registered financial advisor currently at PASI INVESTMENTS, LLC located in Mcallen, Texas and DAYBRIGHT ADVISORY SERVICES, INC. located in Mcallen, Texas.
Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ashley has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ashley W Rendon's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 7, 2022 - Present
PASI INVESTMENTS, LLC
July 2, 2025 - Present
DAYBRIGHT ADVISORY SERVICES, INC.
December 4, 2017 - February 25, 2022
EDWARD JONES
November 3, 2017 - February 25, 2022
EDWARD JONES
Primary Firm SEC Registration
DAYBRIGHT ADVISORY SERVICES, INC.
CRD#: 133795 / SEC#: 801-93173
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/7/2022)
(11/3/2023)
(3/7/2022)
Exams
Current Firm
DAYBRIGHT ADVISORY SERVICES, INC.
CRD#: 133795 / SEC#: 801-93173
Contact information
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,170 |
| AUM (Assets Under Management) | $ 4,212,361,531 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/09/2025 | ||
| 01/22/2024 | ||
| 12/22/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
