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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-21 |
| TX | RA | APPROVED_RES | 2025-03-21 |
Branch Locations
8301 East 21St Street Suite 320, Wichita, KS 67206 • 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 | Wichita | KS | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wichita | KS | 11/2016 | 10/2022 |
| Wells Fargo Advisors Financial Network, Llc | Wichita | KS | 10/2022 | 03/2025 |
| &Partners | Nashville | TN | 03/2025 | Present |
ONE HOPE, NOT INV RELATED, FREMONT, CA, SALES REPRESENTATIVE, START 2/1/2021, 12 HOURS PER MONTH, ZERO DURING TRADING, ONLINE WINE SALES.| CELESTY; NOT INV RELATED; MIAMI, FL; BEAUTY ASSOCIATE; START 10/01/2023; 10 HOURS PER MONTH; 0 HOURS DURING TRADING. SALES REPRESENTATIVE.| CRAZY ABOUT VACATIONS; NOT INV RELATED; FRIENDSWOOD, TX; TRAVEL AGENCY; TRAVEL AGENT; START DATE 01/06/2025; 30 HOURS PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-07 |
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