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Courtney Elizabeth Fagan

&Partners

Clayton, MO

Albany , NY

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Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-10
TX RA APPROVED 2026-07-10
  • NY RA
    APPROVED
    Since 2026-07-10
  • TX RA
    APPROVED
    Since 2026-07-10

Branch Locations

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

4 Tower Place First Floor, Albany , NY 12203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bassett Healthcare Cooperstown NY 09/2020 06/2021
Dr. Christopher J. Lyons Loudonville NY 12/2014 09/2020
Keller Williams Latham NY 05/2020 07/2021
Fidelity Investments Albany NY 07/2021 11/2021
Wells Fargo Clearing Services, Llc ( Albany NY 11/2021 07/2026
&Partners Nashville TN 07/2026 Present
  • 09/2020 → 06/2021
    Bassett Healthcare
    Cooperstown, NY
  • 12/2014 → 09/2020
    Dr. Christopher J. Lyons
    Loudonville, NY
  • 05/2020 → 07/2021
    Keller Williams
    Latham, NY
  • 07/2021 → 11/2021
    Fidelity Investments
    Albany, NY
  • 11/2021 → 07/2026
    Wells Fargo Clearing Services, Llc (
    Albany, NY
  • 07/2026 → Present
    &Partners
    Nashville , TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-21
  • S66 Uniform Combined State Law Examination
    2022-06-21
Other Names
  • Courtney Elizabeth Sochinski
  • Courtney Elizabeth Fagan
  • Courtney E Fagan

View on SEC IAPD

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Taylor Ann Willhalm
DAVID STUART WEISS
PATRICK CRAWLEY
CHET STEVEN EISENMAYER
Matthew Douglas Schulte

Other Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · ST. LOUIS, MO
SIXTHIRTY VENTURES · CLAYTON, MO
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CLAYTON, MO
FOCUS PARTNERS WEALTH, LLC · ST. LOUIS, MO
FOCUS PARTNERS WEALTH, LLC · CLAYTON, MO

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