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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-31 |
| MN | RA | APPROVED | 2024-06-10 |
Branch Locations
7900 Xerxes Ave South Suite 1100, Bloomington, MN 55431 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Minneapolis | MN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 11/2016 | 06/2024 |
| &Partners, Llc | Nashville | TN | 06/2024 | Present |
CEDAR CREEK CONDOS POSITION: Secretary NATURE: Condo Homeowners Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2024 ADDRESS: Bethel, MN 5500 DESCRIPTION: Handling inquiries from the three other Condo owners; coordinating meetings with Condo owners; occasionally scheduling service calls for property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-28 |
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