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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-28 |
| WA | RA | APPROVED | 2024-06-28 |
Branch Locations
606 Columbia Street, Nw Ste 104, Olympia, WA 98501 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lacey | WA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lacey | WA | 11/2016 | 05/2023 |
| Wells Fargo Advisors Financial Network, Llc | Chehalis | WA | 05/2023 | 06/2024 |
| &Partners, Llc | Nashville | TN | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-19 |
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