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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2024-11-15
TX RA APPROVED 2024-11-15
  • AR RA
    APPROVED
    Since 2024-11-15
  • TX RA
    APPROVED
    Since 2024-11-15

Branch Locations

212 N. Church Ave., Fayetteville, AR 72701 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Fayetteville AR 12/2011 11/2016
Wells Fargo Clearing Services, Llc Fayetteville AR 11/2016 11/2024
&Partners Nashville TN 11/2024 Present
Previous Registrations
Other Businesses

GILBERT HOLDINGS LLC, INV RELATED, FAYETTEVILLE, AR, 100% OWNERSHIP WITH SPOUSE, START 11/28/2017, 4 HOURS PER MONTH, ZERO DURING TRADING, REAL ESTATE HOLDINGS. 1828 CAPITAL LLC POSITION: Member NATURE: 1828 Capital operating LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2025 ADDRESS: Fayetteville, AR 72701 DESCRIPTION: Co-Founder in the business BOM, FAYETTEVILLE LLC POSITION: Member NATURE: Real Estate Investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2025 ADDRESS: Fayetteville, AR 72701 RENTAL PROPERTY POSITION: Co-Owner NATURE: Short Term Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2026 ADDRESS: Santa Rosa Beach, FL 32459 DESCRIPTION: Property Management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-14
S63 Uniform Securities Agent State Law Examination 1996-12-12
  • S65 Uniform Investment Adviser Law Examination
    1997-01-14
  • S63 Uniform Securities Agent State Law Examination
    1996-12-12

View on SEC IAPD

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