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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 |
Branch Locations
6101 South Broadway Avenue Ste 115, Tyler, TX 75703 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tyler | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tyler | TX | 11/2016 | 04/2022 |
| Wells Fargo Advisors Financial Network, Llc | Tyler | TX | 04/2022 | 06/2024 |
| &Partners, Llc | Nashville | TN | 06/2024 | Present |
Outside Business Name: PHS RANCH LLC Location: TYLER, TX Start Date: 2/25/200 Position: 51% OWNER Description: HUNTING AND FISHING PROPERTY Hours per week: 5 HRS PER MONTH Compensation: N/A Outside Business Name: K9, LLC, Location: TYLER, TX, Start Date: 9/15/2022 Position: OWNERSHIP Description: OWNER OF AIRPLANE Hours per week: 10 HOURS PER MONTH Compensation: N/A SLS FARM POSITION: Owner NATURE: Real estate that should appreciate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 DESCRIPTION: none RENTAL PROPERTY POSITION: owner NATURE: a home next to our barn that was available. Renters watch over our farm. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2023 POWER FIVE FINANCIAL LLC POSITION: President NATURE: Checking Account to pay local expenses for FA's associated with P5 INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 10 START DATE: 04/22/2022 ADDRESS: Tyler TX 75703 DESCRIPTION: manage local expenses for FA's
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-26 |
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