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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-15 |
| TX | RA | APPROVED | 2025-07-15 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
149 Crepe Myrtle Drive, Aiken, SC 29803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Augusta | GA | 04/2011 | 12/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2022 |
| Wells Fargo Advisors Financial Network, Llc | Aiken | SC | 09/2022 | 07/2025 |
| &Partners | Nashville | TN | 07/2025 | Present |
RENTAL PROPERTY; INV. RELATED; AIKEN,SC; 100% OWNERSHIP WITH SPOUSE; START DATE 08/01/2022; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; CO-OWNER.; CO-TRUSTEE FOR SPOUSE'S UNCLE, INV RELATED, OREGON, WI, START: 10/13/2023, 5 HOURS A MONTH, 0 HOURS DURING TRADING. MEAD HALL EPISCOPAL SCHOOL BOARD OF TRUSTEES POSITION: Board member NATURE: Board of trustees for my children's elementary school and middle school INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2025 ADDRESS: Aiken, SC 29801, United States DESCRIPTION: Review budgets, financial statements and assist the Head of School
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-08 |
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