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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-03 |
| IN | RA | APPROVED | 2025-10-02 |
Branch Locations
100 E Wayne St. Suite 130, South Bend, IN 46601 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | South Bend | IN | 03/2014 | 06/2017 |
| Wells Fargo Advisors Financial Network, Llc | South Bend | IN | 06/2017 | 10/2025 |
| &Partners | Nashville | TN | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-28 |
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