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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-31 |
Branch Locations
9433 Bee Caves Road Suite 145 , Austin , TX 78733 • 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 | Austin | TX | 09/2015 | 12/2016 |
| Stifel Nicolaus & Co Inc | Austin | TX | 12/2016 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Bee Cave | TX | 07/2021 | 10/2025 |
| &Partners | Nashville | TN | 10/2025 | Present |
PAT'S LEGACY POSITION: Board Member NATURE: Pat's Legacy is a family foundation that my stepmother formed in memory of my late father. It is a 501c3 nonprofit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/13/2025 ADDRESS: Round Top TX 78954, United States DESCRIPTION: Every year we donate money to charity. The board members are me, my sister, my stepsister, and my stepmother. The attorney or CPA determine how much money we have to give away. We decide which 501c3 organizations we want to donate the money to, and we make the donations. We each have an equal vote. My stepmother is the only person who is authorized to make decisions regarding the investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-23 |
| S66 | Uniform Combined State Law Examination | 2001-12-10 |
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