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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-19 |
Branch Locations
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
3200 Wilcrest Drive, Suite 240, Houston, TX 77042 • United States
Houston, TX • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Houston | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 08/2024 |
| &Partners, Llc | Nashville | TN | 08/2024 | Present |
UBER EATS, NOT INVT RELATED, SAN FRANCISCO, CA, DELIVERY CONTRACTOR, START 12/11/2020, 3 HRS PER MONTH, 0 HRS DURING TRADING, FOOD DELIVERY. WAG, NOT INV RELATED, HOLYWOOD, CA, DOG WALKER, START 5/15/2022, TEN HOURS PER MONTH, ZERO HOURS DURING TRADING, DOG WALKING AND BOARDING SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-18 |
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