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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
449 Main Street, Oneonta, NY 13820 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Johnson City | NY | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Johnson City | NY | 11/2016 | 01/2026 |
| &Partners | Nashville | TN | 01/2026 | Present |
CULLMAN CHILD DEVELOPMENT CENTER, INV RELATED, SIDNEY, NY, INVESTMENT COMMITTEE MEMBER, START 1/31/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS TO DISCUSS ASSET ALLOCATION. SIDNEY CENTRAL SCHOOL DISTRICT BOARD OF EDUCATION; NOT INV. RELATED; SIDNEY, NY; BOARD MEMBER; START DATE 7/2022; 3 HRS PER MONTH; 0 HRS DURING TRADING; HELPING ESTABLISH POLICIES THAT GOVERN THE OPERATION OF THE DISTRICT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-24 |
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