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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-07 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
106 Allen Rd Suite 206, Basking Ridge, NJ 07920 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Short Hills | NJ | 10/1997 | 08/2019 |
| Wells Fargo Clearing Services Llc | Bedminster | NJ | 09/2019 | 06/2024 |
| &Partners, Llc | Nashville | TN | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-22 |
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