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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED_RES | 2026-03-03 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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 | 02/2026 |
| &Partners | Nashville | TN | 02/2026 | Present |
5J FARMS LLC POSITION: Owner NATURE: LLC that is owned by myself 50% and my wife, Rebecca W James, 50%. LLC owns 107 acres of timber land. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/14/2025 ADDRESS: Summerton, SC 29148, United States DESCRIPTION: Owner 50% SUMTER WATEREE CLUB, INC POSITION: Secretary/Treasurer NATURE: The club consists of 30 shareholders and I own one share. The club owns 3725 acres of land and timber. Land use is for recreation and timber harvest/investment. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2025 ADDRESS: Wedgefield, SC 29168 DESCRIPTION: Record and maintain minutes, club email & communications, pay all bills, expenses, etc. I have held this position for the last five years and my reelection comes up every June.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-05 |
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