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&Partners CRD 3767
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-08 |
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 |
|---|---|---|---|---|
| &Partners | Nashville | TN | 06/2026 | Present |
| Fidelity Investments, National Financial Services Llc | Boston | MA | 08/2017 | 11/2024 |
| Johnson Financial Group Llc | Denver | CO | 12/2024 | 06/2026 |
| Jfg Wealth Management | Denver | CO | 12/2024 | 06/2026 |
| Rk Capital | Denver | CO | 06/2023 | 11/2024 |
| Fidelity Investments | San Francisco | CA | 11/2019 | 05/2023 |
| Fidelity Investments | San Francisco | CA | 10/2018 | 11/2019 |
| Fidelity Investments | Merrimack | NH | 12/2015 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 2024-11-25 |
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