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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED_RES | 2025-11-05 |
Branch Locations
25B Vreeland Rd. Suite 110, Florham Park, NJ 07932 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 04/2009 | 11/2017 |
| Bank Of America, Na | Florham Park | NJ | 12/2009 | 11/2017 |
| Wells Fargo Advisors Financial Network, Llc | Florham Park | NJ | 11/2017 | 11/2025 |
| &Partners | Nashville | TN | 11/2025 | Present |
DONOHUE GROUP, LLC, INVT RELATED, BOOJTON, NJ, 100% OWNERSHIP, START 11/1/2017, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR DONOHUE GROUP LLC 401K/PSP, INV RELATED, NORTH CALDWELL, NJ, START 6/1/2018, 4 HRS/MONTH, 1 HR DURING TRADING, FINET PRACTICE 401K.; TRUSTEE FOR MOTHER'S TRUST, INV RELATED, WEST ORANGE, NJ, START: 4/10/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-10 |
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