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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-25 |
| TX | RA | APPROVED | 2025-04-25 |
Branch Locations
650 Dundee Rd #330, Northbrook, IL 60062 • 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 | Deerfield | IL | 01/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Deerfield | IL | 11/2016 | 04/2025 |
| &Partners | Nashville | TN | 04/2025 | Present |
FINRA ARBITRATOR, INV RELATED, START: 5/9/16, 0 HOURS/MONTH, FACILITATE ARBITRATION. RENTAL PROPERTY; INV RELATED; BOCA RATON; FL; 100% OWNERSHIP; START 02/01/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-12 |
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