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Megan Ann Sandbothe

&Partners

Denver, CO

Nashville, TN

Farmington, NM

CRD 5222904

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Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-13
NM RA APPROVED 2024-02-16
TX RA APPROVED 2024-02-16
  • CO RA
    APPROVED
    Since 2026-01-13
  • NM RA
    APPROVED
    Since 2024-02-16
  • TX RA
    APPROVED
    Since 2024-02-16

Branch Locations

Denver, CO • United States

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES

6582 E. Main Street, Farmington, NM 87402 • 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
Edward Jones St. Louis MO 09/2006 02/2024
&Partners, Llc Farmington NM 02/2024 Present
  • 09/2006 → 02/2024
    Edward Jones
    St. Louis, MO
  • 02/2024 → Present
    &Partners, Llc
    Farmington, NM
Previous Registrations
  • 2007-01-04 → 2024-02-26
    Edward Jones
    Farmington, NM
    St Louis, MO
    Farmington, NM
    Farmington, NM
    Farmington, NM
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-22
  • S66 Uniform Combined State Law Examination
    2006-12-22
Designations
  • Certified Financial Planner
Other Names
  • Megan A Sandbothe

View on SEC IAPD

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