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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-08 |
| TX | RA | APPROVED | 2026-05-08 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
44 S. Vail Ave Suite 200, Arlington Heights, IL 60005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Ll | Paducah | KY | 01/2021 | 05/2026 |
| Wells Fargo Advisors | Barrington | IL | 05/2018 | 01/2021 |
| Office Day Solutions | Crystal Lake | IL | 04/2017 | 05/2018 |
| World Market | Crystal Lake | IL | 11/2017 | 03/2018 |
| Wintrust | Crystal Lake | IL | 04/2015 | 05/2018 |
| &Partners | Nashville | TN | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-11 |
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