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&Partners CRD 3767
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-12 |
| TX | RA | APPROVED_RES | 2025-05-31 |
Branch Locations
4249 Easton Way Ste 215, Columbus, OH 43219 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Columbus | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbus | OH | 11/2016 | 05/2025 |
| &Partners | Nashville | TN | 05/2025 | Present |
ARROWOOD APARTMENTS LLC; INVESTMENT RELATED; PINKERINGTON, OH; 50% OWNERSHIP; START 8/2014; 0 HRS PER MONTH,RENTAL PROPERTY. ARROWOOD LAND MANAGMENT LLC; INV RELATED; PICKERINGTON OH; 50% OWNER; START 7/2015; 0 HRS PER MONTH, 0 HRS DURING TRADING; HOLD PROPERTY. RENTAL PROPERTY, INV RELATED, COLUMBUS, OH, 100% OWNERSHIP, START 1/1/2014, 2 HOURS PER MONTH, ZERO DURING TRADING, WORKING WITH PROPERTY MANAGER. VIOLET BAPTIST CHURCH POSITION: Budget team member NATURE: Violet Baptist Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2013 ADDRESS: Pickerington, OH 43147, United States DESCRIPTION: I am a member of the budget team that helps to review the annual expenses and plan for future expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-02 |
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