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&Partners CRD 3767
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-12-04 |
| TX | RA | APPROVED_RES | 2025-11-23 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Eugene | OR | 08/2010 | 01/2023 |
| Parsons Financial Advisors | Eugene | OR | 01/2023 | 11/2025 |
| &Partners | Nashville | TN | 11/2025 | Present |
1) Fixed insurance sales; as of 2/17/2011; Less than 10% time spent during business hours; Conducted at branch location; Investment related. 2) Lindberg Investments Llc President And Owner; Entity Created For Securities Business; Investment Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-25 |
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