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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-28 |
| TX | RA | APPROVED | 2024-08-28 |
| VA | RA | APPROVED | 2024-08-28 |
Branch Locations
4480 Cox Road Suite 103, Glen Allen, VA 23060 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2012 | 02/2021 |
| Blackstone Securities Partners | New York | NY | 02/2021 | 03/2024 |
| The Blackstone Group | New York | NY | 02/2021 | 03/2024 |
| &Partners, Llc | Nashville | TN | 05/2024 | Present |
| &Partners, Llc | Nashville | TN | 04/2024 | 05/2024 |
GUNSTON HALL POSITION: Board Member NATURE: Serve on the Board of Regents for Gunston Hall, the ancestorial home of George Mason. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/03/2025 ADDRESS: Lorton, VA 22079, United States DESCRIPTION: Serve on the board for a minimum of one year. Representing the national society of colonial dames as a board member responsible for charitable governance of the historic home.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-26 |
| S66 | Uniform Combined State Law Examination | 2019-06-11 |
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