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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2015-11-30 |
| TX | RA | APPROVED | 2015-11-25 |
Branch Locations
5005 Maryland Way Ste 125, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Brentwood | TN | 11/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Brentwood | TN | 11/2016 | Present |
RENTAL PROPERTY VIA AIR BNB, INV RELATED, NASHVILLE, TN, 100% OWNERSHIP, START 6/6/2017, 5 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. RENTAL PROPERTY, INV RELATED, PORT ST. JOE, FL, 100% OWNERSHIP WITH SPOUSE, START 6/28/2021, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. WINDMARK PROPERTIES JV A PARTNERSHIP, INV RELATED, NASHVILLE, TN, 100% OWNERSHIP WITH SPOUSE, START 8/12/2021, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, HOLDS RENTAL PROPERTY. FRANKLIN ROAD ACADEMY; INV RELATED; NASHVILLE,TN; PRIVATE PREK; INVESTMENT COMMITTEE MEMBER; START DATE: 01/13/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-09 |
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