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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
100 Main Street, Suite 101, Luzerne, PA 18709 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Plains | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plains | PA | 11/2016 | 09/2025 |
| &Partners | Nashville | TN | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-03-22 |
| S66 | Uniform Combined State Law Examination | 2008-06-18 |
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