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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| &Partners | Nashville | TN | 06/2026 | Present |
| Aitx | St. Charles | MO | 12/2024 | 10/2025 |
| Unemployed | St. Charles | MO | 08/2024 | 11/2024 |
| Unemployed | St. Charles | MO | 11/2025 | 05/2026 |
| Wells Fargo Advisors | St Louis | MO | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St Louis | MO | 11/2016 | 06/2022 |
| Unemployed | St. Peters | MO | 07/2022 | 11/2022 |
| Us Bank | St. Louis | MO | 12/2022 | 04/2023 |
| Unemployed | St. Peters | MO | 05/2023 | 06/2023 |
| Charles Schwab & Co., Inc. | St. Peters | MO | 07/2023 | 07/2024 |
| Charles Schwab Bank, Ssb | St. Peters | MO | 07/2023 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-12 |
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