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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-06 |
| VA | RA | APPROVED | 2026-03-06 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
650 Peter Jefferson Pkwy, Suite 160, Charlottesville, VA 22911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlottesville | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlottesville | VA | 11/2016 | 03/2026 |
| &Partners | Nashville | TN | 03/2026 | Present |
SEROTONIA, LLC POSITION: Member NATURE: Short Term Rental Vacation home INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: Charlottesville, VA 22902, United States DESCRIPTION: My wife mostly handles the house, and we use Evolve to manage financials, such as price setting and payment collection. We've set up as a single member LLC. Most of my obligations are restricted to money movement and occasional help with repairs. I also serve as a backup contact for guests. My wife is primary. TAAH, LLC POSITION: Member NATURE: Rental home, currently occupied by my two children. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2025 ADDRESS: Charlottesville, VA 22902, United States DESCRIPTION: Overseen by my wife though I serve as a backup. Most of my role is financial. LEAD VIRGINIA POSITION: Endowment Committee Member NATURE: Civic Leadership Program INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: Richmond, VA 23230, United States DESCRIPTION: Endowment Committee - sub-committee of the finance committee of the board of directors. They are writing an investment policy statement for a modest endowment that they hope to increase with a new campaign. The investment is only in an S&P 500 index now and the 5-member committee will review how best to manage the assets as well how to use it in the future to support programs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-09 |
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