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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
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | High Point | NC | 08/2024 | 09/2025 |
| Eton Solutions, L.P. | Morrisville | NC | 10/2018 | 08/2024 |
| Credit Suisse Securities (Usa) Llc | Morrisville | NC | 07/2015 | 10/2018 |
| &Partners | Nashville | TN | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
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