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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-10 |
| TX | RA | APPROVED | 2025-03-07 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
Edinburg, PA • United States
1526 E State St, Hermitage, PA 16148 • 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 | Sewickley | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sewickley | PA | 11/2016 | 03/2025 |
| &Partners | Nashville | TN | 03/2025 | Present |
RENTAL PROPERTY TO HILCORP ENERGY CO., INV RELATED, HOUSTON, TX, 100% OWNED WITH SPOUSE, START: 10/4/2016, 0 HOURS, NO DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-12 |
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