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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-28 |
| NY | RA | APPROVED | 2024-10-25 |
| TX | RA | APPROVED | 2024-10-25 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
3105 North Triphammer Road Suite 3, Lansing, NY 14882 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Ithaca | NY | 08/2021 | 10/2024 |
| Cummins Inc. | Columbus | IN | 06/2015 | 07/2021 |
| &Partners | Nashville | TN | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-22 |
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