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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 | 2024-08-07 |
| KS | RA | APPROVED | 2024-03-15 |
Branch Locations
13200 Metcalf Ave, Suite 270, Overland Park, KS 66213 • United States
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2002 | 03/2024 |
| &Partners, Llc | Nashville | TN | 03/2024 | Present |
STREAMLINE PW LLC POSITION: Owner NATURE: I am setting up a partnership LLC S corporation for my business here at & Partners. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: Overland Park, KS 66213, United States DESCRIPTION: I will continue to be the owner and wealth advisor for Streamline Private Wealth. LSJC LLC POSITION: Owner NATURE: I am setting up a partnership LLC S corporation for my business here at & Partners. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: Overland Park, KS 66213, United States DESCRIPTION: Owner, Wealth Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-25 |
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