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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 | 2026-05-03 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
27887 Clemens Rd, Westlake, OH 44145 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Field Rep | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Field Rep | OH | 11/2016 | 05/2026 |
| &Partners | Nashville | TN | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-11 |
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