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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-06 |
| VA | RA | APPROVED | 2026-03-06 |
Branch Locations
650 Peter Jefferson Pkwy, Suite 160, Charlottesville, VA 22911 • 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 |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Roanoke | VA | 03/2004 | 03/2026 |
| Wells Fargo Advisors Llc | Charlottesville | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlottesville | VA | 11/2016 | 03/2026 |
| &Partners | Nashville | TN | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-08 |
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