AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MP

Marilee J. Pendleton Green

SHARE FINANCIAL SERVICES
DALLAS, TX 75248
Some features on this profile are disabled
CRD#: 706365
MP

Professional summary

Marilee Jan Pendleton Green, who also goes by Marilee Jan Pendleton, Marilee Jan Pendleton, Marilee Jan Stafford, is a registered financial professional currently at SHARE FINANCIAL SERVICES, INC. located in Dallas, Texas.

Marilee is registered as a RR (Registered Representative) and started their career in finance in 1980. Marilee has worked at 8 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Marilee Jan Pendleton | Marilee Jan Pendleton | Marilee Jan Stafford

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 Marilee Jan Pendleton Green'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

April 8, 2024 - Present

SHARE FINANCIAL SERVICES, INC.

Office #1: 16475 North Dallas Parkway, Suite 345, Dallas, TX 75248
BD
CRD#: 11226
DALLAS, TX
Past

February 6, 2023 - December 31, 2023

SHARE FINANCIAL SERVICES, INC.

BD
CRD#: 11226
ADDISON, TX
Past

November 10, 2020 - December 31, 2022

CND FINANCIAL LTD.

BD
CRD#: 132864
BULVERDE, TX
Past

November 15, 2007 - November 10, 2020

SHARE FINANCIAL SERVICES, INC.

BD
CRD#: 11226
ADDISON, TX
Past

March 30, 2005 - November 15, 2007

CND FINANCIAL LTD.

BD
CRD#: 132864
SCHERTZ, TX
Past

August 24, 2000 - April 8, 2005

SHARE FINANCIAL SERVICES, INC.

BD
CRD#: 11226
ADDISON, TX
Past

July 7, 1995 - August 11, 2000

RIVES, LEAVELL & CO.

BD
CRD#: 11206
JACKSON, MS
Past

June 5, 1989 - June 20, 1995

A. B. CULBERTSON AND COMPANY

BD
CRD#: 6870
FORT WORTH, TX
Past

October 22, 1984 - August 17, 1987

LEO OPPENHEIM & CO., INC.

BD
CRD#: 6990
Past

October 5, 1984 - October 10, 1987

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871
SAN DIEGO, CA
Past

November 3, 1980 - August 7, 1984

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

March 5, 1980 - November 1, 1980

R. J. EDWARDS, INC.

BD
CRD#: 1725

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
Texas
(4/8/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 3/20/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/16/1980
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SF
SHARE FINANCIAL SERVICES, INC.
RSI FINANCIAL SERVICES, INC. | SHARE, INCORPORATED | SHARE FINANCIAL SERVICES, INC.

CRD#: 11226 / SEC#: , 8-16207

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
16475 North Dallas Parkway Suite 345, Addison, TX 75001
Mailing Address
16475 North Dallas Parkway Suite 345, Addison, TX 75001
Phone number
(972) 450-6305
Established
Texas since 09/10/1970
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (38 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#
SHARE HOLDINGS, INC.PARENT COMPANY
MAJOR, CHARLES HERBERTPRESIDENT AND DIRECTOR,2748243
SIEGEL, JEFFREY STEVENCHIEF COMPLIANCE OFFICER1190934
TODD, JOE LEEFINOP603859

Disclosures

Regulatory Event3

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

SHARE FINANCIAL SERVICES, INC.

CRD#: 11226Dallas, TX 75248

TRUST BUT VERIFY

Monitor Marilee Pendleton Green

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

David Antonio Alvarez
David AlvarezAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Grapevine, TX
Kenneth Bernard Hopkins
Kenneth HopkinsAdvisorCheck Check Mark
ORION WEALTH MANAGEMENT LLC
IAR
RR
Garland, TX
AG
Adam GelmonAdvisorCheck Check Mark
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
IAR
RR
Dallas, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics