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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
9433 Bee Caves Road Suite 145 , Austin , TX 78733 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 07/2011 | 10/2025 |
| Bank Of America, N.A. | Austin | TX | 05/2017 | 10/2021 |
| Wells Fargo Clearing Services, Llc. | Austin | TX | 10/2021 | 10/2025 |
| &Partners | Nashville | TN | 10/2025 | Present |
BARTLETTS INVESTMENT LLC POSITION: Owner NATURE: Full Service Restaurant INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2025 ADDRESS: Austin, TX 78757, United States DESCRIPTION: 3-5 hours a week meeting with managers ATX 7 OUT ENTERTAINMENT LLC POSITION: Owner NATURE: Full-service restaurant INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2013 ADDRESS: Austin, TX 78717, United States DESCRIPTION: Overseeing financial aspects of the business. I have hired people that take care of payroll, expenses I just oversee at the end of the month and file the tax return from the accountant. BARTLETTS INVESTMENT DT LLC POSITION: Member/manager NATURE: Second Location of full-service restaurant. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 5 START DATE: 02/02/2026 ADDRESS: Austin, TX 78717, United States DESCRIPTION: Bill pay, accounting, payroll. I have outside people handling each of these I just review. TRIFECTA INVESTMENTS LLC POSITION: Manager NATURE: Real estate cash management. No current real estate holdings only cash. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/22/2011 ADDRESS: Austin, Tx 78717, United States DESCRIPTION: None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-13 |
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