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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-01
  • TX RA
    APPROVED
    Since 2026-06-01

Branch Locations

Austin, TX • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc St. Louis MO 02/2008 11/2016
&Partners Nashville TN 06/2026 Present
Wells Fargo Clearing Services, Llc St. Louis MO 11/2016 06/2026
Previous Registrations
  • 2015-07-30 → 2026-06-09
    Austin, TX
    Austin, TX
    St. Louis, MO
    Dallas, TX
    St. Louis, MO
    Dallas, TX
    St. Louis, MO
    St. Louis, MO
    Dallas, TX
    Oklahoma City, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Edmond, OK
    Palo Alto, CA
    San Jose, CA
    Palo Alto, CA
    Pleasanton, CA
    San Jose, CA
    Bee Cave, TX
    Georgetown, TX
    Austin, TX
    Bee Cave, TX
Other Businesses

TANGELINA PROPERTIES LLC POSITION: President NATURE: This LLC has held rental properties in the past. There are no rental properties held in the LLC as of April 2026, however the LLC is still open. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: Austin, TX 78736, United States DESCRIPTION: Manage operations outside of business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-29
  • S66 Uniform Combined State Law Examination
    2015-07-29

View on SEC IAPD

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