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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 | 2025-11-04 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
25B Vreeland Rd. Suite 110, Florham Park, NJ 07932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 06/1997 | 06/2019 |
| Bank Of America, N.A. | Florham Park | NJ | 05/2011 | 06/2019 |
| Wells Fargo Advisors Financial Network, Llc | Florham Park | NJ | 06/2019 | 11/2025 |
| &Partners | Nashville | TN | 11/2025 | Present |
MT WALDRON ADVISORS LLC, INV RELATED, FLORHAM PARK, NJ, 100% OWNERSHIP, START 6/28/2019, 10 HOURS PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE. MT WALDRON ADVISORS LLC 401K, INV RELATED, FLORHAM PARK, NJ, TRUSTEE, START 6/28/2019, 10 HOURS PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE. MT WALDRON ADVISORS LLC 401K FBO ASSOCIATE, INV RELATED, FLORHAM PARK, NJ, TRUSTEE, FINET PRACTICE 401K, START 9/2021, 1 HR PER MONTH, 1 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-22 |
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