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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-19 |
Branch Locations
1015 Hutton Lane, High Point, NC 27262 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Greensboro | NC | 12/2010 | 03/2018 |
| Wells Fargo Clearing Services Llc | High Point | NC | 05/2018 | 09/2019 |
| Woodbury Financial Services Inc | Greensboro | NC | 09/2019 | 01/2020 |
| Wells Fargo Clearing Services, Llc. | High Point | NC | 02/2020 | 09/2025 |
| &Partners | Nashville | TN | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-16 |
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