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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-11 |
| TX | RA | APPROVED_RES | 2025-04-25 |
Branch Locations
650 Dundee Rd #330, Northbrook, IL 60062 • 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 | Deerfield | IL | 01/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Deerfield | IL | 11/2016 | 04/2025 |
| &Partners | Nashville | TN | 04/2025 | Present |
LOAN, INV RELATED, COLORADO SPRINGS, CO, START: 8/13/2021, 0 HRS/MONTH, 0 HRS DURING TRADING. ROTARY CLUB OF GLENVIEW SUNRISE POSITION: Past President NATURE: We primarily fund raise for local communities, but the international chapter has a much broader scope of objectives including supporting international organizations of need and ridding the world of Polio. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2009 ADDRESS: Glenview, IL 60026, United States DESCRIPTION: I oversaw the fundraising committee for fourteen years. I stepped away from this role recently.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-12 |
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