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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-13 |
| TX | RA | APPROVED | 2024-05-10 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
10 Miller Rd, Sumter, SC 29150 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • 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 | Sumter | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sumter | SC | 11/2016 | 05/2024 |
| &Partners, Llc | Nashville | TN | 05/2024 | Present |
CREECH FAMILY LIMITED PARTNERSHIP, INV RELATED, SUMTER, SC, 21% OWNERSHIP, START 8/1/2018, 5 HOURS PER MONTH, ZERO HOURS PER MONTH, THE FAMILY LIMITED PARTNERSHIP INVOLVES TIMBER LANDS FARM LAND, COMMERCIAL AND RESIDENTIAL RENTAL PROPERTIES. RENTAL PROPERTY; INV RELATED; SUMTER, SC; RESIDENTIAL, TOWNHOME; 100% OWNERSHIP; START 6/2015; 0 HOURS PER MONTH, 0 DURING TRADING; NO DUTIES, UTILIZE RENTAL AGENCY. PALMETTO HOSPITAL: COLUMBIA ,SC ;BOARD MEMBER, START 1/1/2016;4 HOURS EVERY QUARTER, NO COMPENSATION, DUTIES ATTEND AND PARTICIPATE IN BOARD MEETINGS AND DISCUSSIONS MEGANROY, LLC; NOT INV. RELATED; PAWLEYS ISLAND,SC; 100% OWNERSHIP WITH SPOUSE; START DATE 02/25/2022; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; HOLDS VACATION HOME.; LIBERTY PARTNERS LLC POSITION: co-owner (20%) NATURE: USE to own shopping centers/mini warehouse facilities. Sold the majority (90%) of the business in 2022. Currently transferring the ownership to my three sons, expected to be completed by 1/1/2028. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2002 ADDRESS: Sumter, SC, United States DESCRIPTION: N/A PRISMA HOSPITAL MIDLANDS BOD POSITION: Board Member/Chair NATURE: I serve as vice Chair of Prisma Hospital (Midlands). INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2016 ADDRESS: Columbia SC 29220, United States DESCRIPTION: I attend 1/4ly board meetings. Collaborate and advise with board members on a wide variety of topics such as quality and safety, staffing, communication among the various campuses, and the state of healthcare in our communities. PRISMA HOSPITAL MIDLANDS BOD POSITION: Board Member/Chair NATURE: I serve as Chair of Prisma Hospital (Midlands) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2016 ADDRESS: Columbia SC 29220, United States DESCRIPTION: I attend 1/4ly board meetings. Collaborate and advise with board members on a wide variety of topics such as quality and safety, staffing, communication among the various campuses, and the state of healthcare in our communities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-30 |
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