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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-05-29 |
| TX | RA | APPROVED | 2024-05-29 |
Branch Locations
1600 West End Ave, Suite 1100, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charleston | SC | 12/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 11/2016 | 05/2024 |
| R.W. Baird | Nashville | TN | 05/2024 | Present |
Name/Address: YWCA Nashville / 1608 Woodmont Blvd., Nashville, TN 37215 Start Date: Jul 01, 2024 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-12 |
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