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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-15 |
| CO | RA | APPROVED | 2024-01-12 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
0105 Edwards Village Blvd Suite G201, Edwards, CO 81632 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 12/2004 | 01/2024 |
| &Partners, Llc | Edwards | CO | 01/2024 | Present |
Mountain Vista Real Estate Investor Group Non-Investment Related Position/Title: Treasurer Location: Edwards, CO Start date: 04/2023 Duties: Collect annual dues and pay the club Hours per week: 0 Hours during trading: 0 CANYON RIVER WEALTH PLANNING LLC POSITION: Managing Partner NATURE: Canyon River Wealth Planning LLC is a sole owner sub chapter S corporation. Its purpose is to handle revenue and expenses that are specific to its sole member who is a financial advisor and partner of &Partners. The member will receive an annual wage and profitability distributions from the business. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2025 ADDRESS: Edwards, CO 81632, United States DESCRIPTION: I am the owner and operator. Duties include monitoring income and expenses, transferring funds periodically from bank accounts to money market funds. SAND & ROUGH LLC POSITION: Co Owner NATURE: It is an LLC that holds an investment property that I will be a 50% owner. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2025 ADDRESS: Scottsdale, AZ, United States DESCRIPTION: Make sure utilities and insurance bills are paid. CRWP LLC POSITION: managing partner NATURE: Canyon River Wealth Planning LLC is a sole owner sub chapter S corporation. Its purpose is to handle revenue and expenses that are specific to its sole member who is a financial advisor and partner of &Partners. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2025 ADDRESS: Edwards, CO 81632 DESCRIPTION: I am the owner and operator. Duties include monitoring income and paying taxes, transferring funds periodically from business account to personal bank account for distributions and W2 income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-11 |
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