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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-20 |
| MO | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED | 2024-03-01 |
Branch Locations
Blue River, CO • United States
3730 Ne Troon Drive, Lee's Summit, MO 64064 • United States
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 08/2004 | 02/2024 |
| &Partners, Llc | Lee'S Summit | MO | 03/2024 | Present |
EB Dwellings LLC POSITION: Owner NATURE: We own a second home that we rent out. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 265 Crown Dr., Blue River, CO 80424, United States DESCRIPTION: Maintain property EB COMMERCIAL LLC POSITION: None NATURE: My wife is the landlord of the building my office is and a Physical Therapist INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2024 ADDRESS: 3730 NE Troon Dr Lee's Summit, MO 64064, United States DESCRIPTION: I don't have any, my wife Elizabeth is responsible for everything.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-14 |
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