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Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-06-12
TX RA APPROVED 2026-06-12
  • NJ RA
    APPROVED
    Since 2026-06-12
  • TX RA
    APPROVED
    Since 2026-06-12

Branch Locations

Bernaardsville, NJ • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

106 Allen Rd Suite 206, Basking Ridge, NJ 07920 • 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 Morristown NJ 07/2010 11/2016
Wells Fargo Clearing Services, Llc Morristown NJ 11/2016 06/2026
&Partners Nashville TN 06/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-02
  • S66 Uniform Combined State Law Examination
    2010-10-02
Designations

View on SEC IAPD

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