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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-27 |
| FL | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED | 2024-09-06 |
Branch Locations
Ft. Lauderdale, FL • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
280 Summer Street, 9Th Floor, Boston, MA 02210 • United States
Hingham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New York | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 09/2024 |
| &Partners, Llc | Nashville | TN | 09/2024 | Present |
TRUSTEE FOR BUSINESS PARTNER; INV. RELATED; RIDGEFIELD, CT; START DTE 9/1/2015; 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-26 |
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