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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-08 |
| VA | RA | APPROVED | 2024-11-08 |
Branch Locations
8000 Towers Crescent Dr Suite 230, Vienna, VA 22182 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mclean | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | 11/2024 |
| &Partners | Nashville | TN | 11/2024 | Present |
RENTAL PROPERTY, INVT RELATED, PURCELLVILLE, VA, 100% OWNERSHIP, START DATE 9/8/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY MANAGER.; ENTANDEM LLC POSITION: Member NATURE: Practice LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/29/2026 ADDRESS: Vienna, VA 22182, United States DESCRIPTION: Member and one of three decision makers. SENGER ENTANDEM HOLDINGS LLC POSITION: Member NATURE: CPA recommended the structure of a business LLC for expense sharing and tax planning purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2026 ADDRESS: Vienna, VA 22182 DESCRIPTION: Member and decision maker.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-26 |
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