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Warren Terry

&Partners

Clayton, MO

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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-09-19
  • MO RA
    APPROVED
    Since 2023-09-19

Branch Locations

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Saint Louis MO 05/2009 11/2016
Wells Fargo Clearing Services, Llc Saint Louis MO 11/2016 07/2023
Ampersand Partners, Llc. St. Louis MO 07/2023 09/2023
&Partners St. Louis MO 09/2023 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Saint Louis, MO
  • 11/2016 → 07/2023
    Wells Fargo Clearing Services, Llc
    Saint Louis, MO
  • 07/2023 → 09/2023
    Ampersand Partners, Llc.
    St. Louis, MO
  • 09/2023 → Present
    &Partners
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-09
  • S66 Uniform Combined State Law Examination
    2001-02-09
Other Names
  • Warren Lee Terry

View on SEC IAPD

Other Firms

SINNET CAPITAL MANAGEMENT, LLC
PARKSIDE ADVISORS LLC
LPL ENTERPRISE, LLC
SIXTHIRTY VENTURES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
FOCUS PARTNERS WEALTH, LLC
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Other Investors

TIMOTHY PAUL HASARA
MARGARET MARY FRIEDHOFF
Tyler Allen Bubolz
Taylor Ann Willhalm
DAVID STUART WEISS
PATRICK CRAWLEY
CHET STEVEN EISENMAYER
Matthew Douglas Schulte

Other Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · ST. LOUIS, MO
SIXTHIRTY VENTURES · CLAYTON, MO
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CLAYTON, MO
FOCUS PARTNERS WEALTH, LLC · ST. LOUIS, MO
FOCUS PARTNERS WEALTH, LLC · CLAYTON, MO

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