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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-03-08 |
| TX | RA | APPROVED | 2024-03-08 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
208 Frontage Rd. Suite 4, Clemson, SC 29631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 08/2002 | 03/2024 |
| &Partners, Llc | Nashville | TN | 03/2024 | Present |
Mason Holden Hill LLC Type of business: Family LLC that owns rental property. Alpharetta, GA Start date: 3/16/2011 Agent Hours per week: 0 Hours during trading: 0 Agent for family LLC CUJIM91 LLC POSITION: Owner NATURE: Sole Proprietor set up to receive distributions from &Partners and Indigo Advisors LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2025 DESCRIPTION: Owner INDIGO ADVISORS LLC POSITION: Owner/ Co Founder NATURE: This is the LLC for our &Partners Practice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 03/08/2024 ADDRESS: Clemson SC 29631, United States DESCRIPTION: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-11 |
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