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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-30 |
| WA | RA | APPROVED | 2026-03-27 |
Branch Locations
21 Bellwether Way Suite 108, Bellingham, WA 98225 • 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 | Bellingham | WA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bellingham | WA | 11/2016 | 03/2026 |
| &Partners | Nashville | TN | 03/2026 | Present |
PEN & PLOW LLC POSITION: Co-Owner NATURE: My wife and I bought a property adjacent to our primary residence in 2023 as a guest house. Because of the rural coding in the area, and to keep the two properties from being forced into one lot, it was necessary to hold the property in a different registration than our primary residence which is held in joint name. Therefore, we established an LLC of which we are equal owners. We do not rent or receive any income from the property. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/19/2026 ADDRESS: Everson, WA 98247, United States DESCRIPTION: Take care of the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-20 |
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