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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-05-13
TX RA APPROVED 2024-05-10
  • SC RA
    APPROVED
    Since 2024-05-13
  • TX RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Sumter, SC
  • 11/2016 → 05/2024
    Sumter, SC
  • 05/2024 → Present
    &Partners, Llc
    Nashville, TN
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-23
S63 Uniform Securities Agent State Law Examination 1989-11-30
  • S65 Uniform Investment Adviser Law Examination
    1999-12-23
  • S63 Uniform Securities Agent State Law Examination
    1989-11-30
Other Names
  • Roy Creech

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