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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-03 |
| IN | RA | APPROVED | 2024-05-03 |
| TX | RA | APPROVED | 2024-05-03 |
Branch Locations
4600 South Springhill Junction Street, Terre Haute, IN 47802 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Terre Haute | IN | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Terre Haute | IN | 11/2016 | 02/2022 |
| Wells Fargo Advisors Financial Network, Llc | Terre Haute | IN | 02/2022 | 05/2024 |
| &Partner, Llc | Nashville | TN | 05/2024 | Present |
Outside Business Name: Board of Directors at Terre Haute Public Library Location: City, State Terre Haute, IN Start Date: 5/3/2024 Position: Board of Directors Description: Advisory of public library Hours per week: 0 Compensation: Outside Business Name: Finance Committee at Terre Haute Public Library Location: City, State Terre Haute, IN Start Date: 5/3/2024 Position: Owner Description: established for taxation of income in conjunction with FiNet practice Hours per week: 1% Compensation: HBC INC POSITION: Owner Director NATURE: This is a S-Corp that is exclusively set up to manage my involvement in Viribus Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2025 ADDRESS: Terre Haute, IN 47802, United States DESCRIPTION: Simply a conduit for tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-09 |
| S65 | Uniform Investment Adviser Law Examination | 2002-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-31 |
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