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Justin Steven Herzog

&Partners

Nashville, TN

Blaine, MN

Nashville, TN

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Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-07
MN RA APPROVED 2023-11-30
  • TX RA
    APPROVED_RES
    Since 2024-03-07
  • MN RA
    APPROVED
    Since 2023-11-30

Branch Locations

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

Blaine, MN • United States

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • 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
Wells Fargo Advisors Llc Minneapolis MN 01/2011 11/2016
Wells Fargo Clearing Services, Llc Minneapolis MN 11/2016 10/2023
&Partners, Llc Nashville TN 11/2023 Present
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    Minneapolis, MN
  • 11/2016 → 10/2023
    Wells Fargo Clearing Services, Llc
    Minneapolis, MN
  • 11/2023 → Present
    &Partners, Llc
    Nashville, TN
Previous Registrations
  • 2011-01-03 → 2023-10-26
    Wells Fargo Clearing Services, Llc
    Minneapolis, MN
    Minneapolis, MN
    Charlotte, NC
    Charlotte, NC
    Minneapolis, MN
    St. Louis, MO
    Charlotte, NC
    St. Louis, MO
  • 2004-07-07 → 2011-01-03
    Wells Fargo Investments, Llc
    Minneapolis, MN
    Minneapolis, MN
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-11-17
S63 Uniform Securities Agent State Law Examination 2000-05-26
  • S65 Uniform Investment Adviser Law Examination
    2000-11-17
  • S63 Uniform Securities Agent State Law Examination
    2000-05-26

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
OCEAN PARK ASSET MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
HIGHTOWER ADVISORS, LLC
SANFORD C. BERNSTEIN & CO., LLC

Other Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

More in Nashville, TN

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