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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-12 |
Branch Locations
Mounds View, MN • United States
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • 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 Advisors, Llc | Minneapolis | MN | 05/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 11/2016 | 12/2023 |
| &Partners, Llc | Nashville | TN | 01/2024 | Present |
ANNE EVERMORE, INV RELATED, MOUNDS VIEW, MN, 50% OWNERSHIP, START DATE: 11/1/23. 10 HRS PER MONTH, 0 HRS DURING TRADING, PRINT ON DEMAND MERCHANDISE; LEON MEL, INV RELATED, MOUNDS VIEW, MN, 50% OWNERSHIP, START DATE: 11/1/23. 10 HRS PER MONTH, 0 HRS DURING TRADING, PRINT ON DEMAND MERCHANDISE; BLUE KOMODO AI POSITION: Consultant NATURE: The business is an AI consulting firm. Working with Amazon Web Services to create a closed loop AI system to review claim forms and create training materials. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2026 ADDRESS: ARDMORE, PA 19003, United States DESCRIPTION: Working with them to complete forms reviews to determine accuracy of the AI model. Systems testing and policy review.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-28 |
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