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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-13 |
Branch Locations
100 N Field Drive Suite 170, Lake Forest , IL 60045 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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 Clearing Services, Llc | Lake Forest | IL | 03/2015 | 11/2021 |
| Merrill Lynch | Lake Forest | IL | 11/2021 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Lake Forest | IL | 07/2023 | 09/2024 |
| &Partners | Nashville | TN | 09/2024 | Present |
RENTAL PROPERTY POSITION: Landlord NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: Vernon Hill IL 60061 DESCRIPTION: landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-02 |
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