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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-10 |
| TX | RA | APPROVED | 2024-05-10 |
Branch Locations
10 Miller Rd, Sumter, SC 29150 • United States
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Sumter | SC | 09/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sumter | SC | 11/2016 | 05/2024 |
| &Partners, Llc | Nashville | TN | 05/2024 | Present |
DAVIS MARINE MANAGEMENT, NOT INVT RELATED, SUMTER, SC, 100% OWNERSHIP WITH SPOUSE, START DATE 12/1/2019, 10 HRS PER MONTH, 0 HRS DURING TRADING, PAYROLL TAXES AND BOOKKEEPING. SUMTER JUNIOR WELFARE LEAGUE POSITION: Secretary NATURE: Sumter Junior Welfare League is a non-profit organization comprised of women who volunteer time on behalf of Sumter, SC community to raise funds that go back into our community. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 3 START DATE: 06/20/2025 ADDRESS: SUMTER, SC 29151 DESCRIPTION: Assistant secretary helps the secretary with her duties and sends correspondence to league members. WILSON HALL PTO POSITION: President Elect NATURE: Parent Teacher Organization for local private school - events and fundraising to give funds back to the school and to provide fun events for the student body and faculty. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2025 ADDRESS: Sumter, SC 29150 DESCRIPTION: Helping with fundraising, school events, assisting the president of PTO, coordinating volunteers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-23 |
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