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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-03 |
| TX | RA | APPROVED | 2026-05-01 |
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 |
|---|---|---|---|---|
| Lincoln Financial Advisors | Cleveland | OH | 07/2015 | 04/2017 |
| Lincoln Financial Advisors | Cleveland | OH | 04/2017 | 02/2022 |
| Private Client Services | Aurora | OH | 02/2022 | 07/2022 |
| Wells Fargo Clearing Services, Llc | Hudson | OH | 07/2022 | 05/2026 |
| &Partners | Nashville | TN | 05/2026 | Present |
COUNTY LINE CAPITAL PARTNERS, LLC, INVT RELATED, HUNTING VALLEY, OH, 12.5% OWNERSHIP, START DATE 1/31/2023, 0 HRS PER MONTH, 0 HRS DURING TRADING, INVESTMENTS IN NON PUBLICLY HELD ENTITIES. COUNTY LINE CAPITAL PARTNERS, LLC POSITION: Partner NATURE: Minority investments in non-publicly held entities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2023 ADDRESS: Hunting Valley, OH 44022, United States DESCRIPTION: None, passive investor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-17 |
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