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Sara M Overslaugh

&Partners

Nashville, TN

Pittsford, NY

Clifton Springs, NY

Clayton, MO

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Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-30
  • NY RA
    APPROVED
    Since 2024-08-30

Branch Locations

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

40 A Grove St., Suite 200, Pittsford, NY 14534 • United States

Clifton Springs, NY • 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 Rochester NY 05/2009 11/2016
Wells Fargo Clearing Services, Llc Rochester NY 11/2016 08/2024
&Partners, Llc Nashville TN 08/2024 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Rochester, NY
  • 11/2016 → 08/2024
    Wells Fargo Clearing Services, Llc
    Rochester, NY
  • 08/2024 → Present
    &Partners, Llc
    Nashville, TN
Previous Registrations
  • 2008-01-01 → 2024-09-04
    Wells Fargo Clearing Services, Llc
    Rochester, NY
    Rochester, NY
    Clifton Springs, NY
  • 2005-09-16 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Rochester, NY
    St. Louis, MO
    Pittsfield, NY
  • 2005-03-02 → 2005-09-30
    Keybanc Capital Markets Inc.
    Rochester, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-01
S63 Uniform Securities Agent State Law Examination 2004-09-25
  • S65 Uniform Investment Adviser Law Examination
    2005-03-01
  • S63 Uniform Securities Agent State Law Examination
    2004-09-25
Other Names
  • Sara Viel
  • Sara M Viel

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
OCEAN PARK ASSET MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
HIGHTOWER ADVISORS, LLC
SANFORD C. BERNSTEIN & CO., LLC

Other Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

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