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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-07 |
| TX | RA | APPROVED | 2025-11-07 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
230 W Catalpa Dr. Suite B, Mishawaka, IN 46545 • United States
Granger, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | South Bend | IN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | South Bend | IN | 11/2016 | 11/2025 |
| &Partners | Nashville | TN | 11/2025 | Present |
POWER OF ATTORNEY FOR SON; INV RELATED; MISHAWAKA, IN; POA; 06/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; ASSIST SON WITH FINANCIAL ACTIVITY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-11 |
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