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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-10 |
| VA | RA | APPROVED | 2024-05-10 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
277 Bendix Road, Suite 320, Virginia Beach, VA 23452 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Reno | NV | 05/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Reno | NV | 11/2016 | 05/2024 |
| &Partners, Llc | Nashville | TN | 05/2024 | Present |
SOUTHEASTERN VA WOMEN'S SOCCER ASSOCIATION, INV RELATED, VIRGINIA BEACH, VA, TREASURER, START 01/01/2023, 10 HOURS PER MONTH, ZERO DURING TRADING, PAY BILLS ASSOCIATED WITH LEAGUE ACTIVITIES AND ATTENDING MEETINGS TO DISCUSS TOURNAMENTS, FEE STRUCTURE, SEASON START/END DATES, REGISTRATION WINDOWS, AND HOW TO GROW THE LEAGUE. SAFE HOUSE PROJECT; INV. RELATED; VIRGINIA BEACH,VA; BOARD MEMBER; START DATE 03/01/2023; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS WHAT THE ORGANIZATION IS DOING IN THE FIELD OF TRAFFICKING, HOW THE ORGANIZATION IS RAISING FUNDS FOR THE GOALS, GRANTS, AND VOTING ON INVESTMENT RECOMMENDATIONS. SAFEHOUSE PROJECT HAMPTON ROADS-VIRGINIA BEACH; CHAIRWOMAN; START 2019 AS CHAIRWOMAN FOR THE HAMPTON ROADS CHAPTER OF SAFE HOUSE PROJECT I HOST/LEAD LEADERSHIP MEETINGS TO GUID OTHER VOLUNTEERS IN THE GOAL TO SHP AND RAISE FUNDS/PREP FOR OUR ANNUAL GALAS; NO COMPENSATION HAMPTON ROADS SOCCER COUNCIL POSITION: Board Member and Treasurer NATURE: HRSC's goal is to promote soccer and other outdoor, field-based sports in the Hampton Roads area. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: Virginia Beach, VA 23456, United States DESCRIPTION: Attend board meetings - approx 5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-02 |
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