Best Investors Account Sign in
Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-13
TX RA APPROVED 2024-02-23
  • FL RA
    APPROVED
    Since 2024-03-13
  • TX RA
    APPROVED
    Since 2024-02-23

Branch Locations

600 N Marienfeld Suite 310, Midland, TX 79701 • United States

13215 Bee Cave Parkway Building A Suite 245, Bee Cave, TX 78738 • United States

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES

Inlet Beach, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Midland TX 01/2011 11/2016
Wells Fargo Clearing Services, Llc Midland TX 11/2016 02/2024
&Partners, Llc Austin TX 02/2024 Present
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    Midland, TX
  • 11/2016 → 02/2024
    Midland, TX
  • 02/2024 → Present
    &Partners, Llc
    Austin, TX
Previous Registrations
  • 2011-01-03 → 2024-02-27
    Lubbock, TX
    Midland, TX
    Midland, TX
    Midland, TX
    Big Spring, TX
    San Antonio, TX
    Midland, TX
    Austin, TX
    Austin, TX
    Canyon Lake, TX
    Bee Cave, TX
    Bee Cave, TX
    Austin, TX
  • 2006-08-15 → 2011-01-03
    Wells Fargo Investments, Llc
    Houston, TX
    Midland, TX
    Midland, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Humble, TX
    Houston, TX
  • 2005-09-30 → 2006-08-16
    Houston, TX
    Houston, TX
Other Businesses

WAHOO AFTERNOON LLC POSITION: Member of LLC NATURE: Wahoo Afternoon LLC will only hold the disclosed condo in South Texas. Condo address is South Padre Island, TX 78597. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: Austin, TX 78703, United States DESCRIPTION: I will own 1/3 of the condo that Wahoo Afternoon LLC, is purchasing and holding within the LLC. No other obligations or duties required. We are purchasing the condo with cash and no loans or other financial obligations included in the transaction. 65 A. ST. INLET BEACH FL 32461 POSITION: Owner NATURE: Renting the home. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2026 ADDRESS: Inlet Beach, FL 32461 DESCRIPTION: Normal homeowner obligations but have a local rental company hired to handle all rental needs and activities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-29
  • S66 Uniform Combined State Law Examination
    2005-09-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Midland, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor