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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-07-30 |
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
1425 4Th Street, Meridian, MS 39301 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Meridian | MS | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Meridian | MS | 11/2016 | 07/2026 |
| &Partners | Nashville | TN | 07/2026 | Present |
CONFLICT OF INTEREST INVESTMENT CLUB;INV RELATED, MERIDIAN, MS, MEMBER; ACTIVE VOTING MEMBER; 2 HOURS PER MONTH; NOT DURING SECURITIES TRADING HOURS. FIRST PRESBYTERIAN CHURCH OF MERIDIAN, INV RELATED, MERIDIAN, MS, FINANCE COMMITTEE MEMBER, START 11/2/2020, 1 HOUR PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS, CREATING ANNUAL BUDGET, REVIEWING EXPENDITURES AND REVENUE. FOURTH STREET DEVELOPMENT, LLC POSITION: Member NATURE: Real estate company for partners in my practice. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2025 ADDRESS: Meridian, MS 39305 DESCRIPTION: Collect funds from partners and disburse funds related to taxes and insurance associated with the business's real estate. GSH3 LLC POSITION: Owner NATURE: Personal entity related to independent practice formation. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: Meridian, MS 39305 DESCRIPTION: Collect income from financial advising practice and make payments for expenses. MAGNOLIA WEALTH ADVISORS, LLC POSITION: Member NATURE: Business entity to collect income from FA's and pay expenses related to independent practice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: Meridian, MS DESCRIPTION: None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-23 |
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