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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-18 |
| TX | RA | APPROVED | 2024-10-18 |
Branch Locations
2800 Quarry Lake Drive Suite 385, Baltimore, MD 21209 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Hunt Valley | MD | 10/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Hunt Valley | MD | 11/2016 | 10/2024 |
| &Partners | Nashville | TN | 10/2024 | Present |
404 E79 4E LLC; INV-RELATED; NEW YORK, NY; 100% OWNERSHIP WITH SPOUSE; START: 02/20/2015; HOURS: 0 PER MONTH - 0 DURING TRADING; DUTIES: FACILITATE RENTAL PROPERTY 404 E79 15F; RENTAL PROPERTY, INV RELATED, NEW YORK, NY, 100% OWNERSHIP, START 10/29/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, NO DUTIES. TB1711 DE LLC POSITION: Managing Partner NATURE: This LLC was created with the intention of owning shares in &Partners holding company which were granted in 2025. Matt is the owner and managing member of the LLC. The LLC will not own any other assets at the current time. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Kent County, DE, 19934, United States DESCRIPTION: managing member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-15 |
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