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&Partners CRD 3767
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-07 |
| ID | RA | APPROVED | 2024-01-08 |
Branch Locations
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 | Boise | ID | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | 12/2023 |
| &Partners, Llc | Nashville | TN | 01/2024 | Present |
ARAMARK; NOT INV. RELATED; BOISE,ID; BAR SERVER; START DATE 11/08/2021; NUMBER OF HOURS PER MONTH 20; NUMBER OF HOURS DURING TRADING 0; SERVING DRINKS DURING EVENTS. CONCESSIONS SUPERVISOR POSITION: Concessions Supervisor NATURE: Concessions and bartending INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2021 ADDRESS: 1910 University Dr Boise, ID 83725, United States DESCRIPTION: Concessions and bartending for Boise State and Morrison Center performing Arts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-12 |
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