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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-28 |
| NJ | RA | APPROVED | 2024-10-28 |
| NY | RA | APPROVED | 2024-10-25 |
| TX | RA | APPROVED | 2024-10-25 |
Branch Locations
3105 North Triphammer Road Suite 3, Lansing, NY 14882 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Syracuse | NY | 08/2018 | 10/2024 |
| Zonar Systems | Seattle | WA | 03/2017 | 08/2018 |
| Transcar Express, Llc | Brownsville | TX | 01/2012 | 03/2017 |
| &Partners | Nashville | TN | 10/2024 | Present |
GRACE CHAPEL INDEPENDENT BIBLE CHURCH POSITION: Trustee, Chairman NATURE: Trustee for church finances. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/08/2025 ADDRESS: Skaneateles, NY 13152, United States DESCRIPTION: Monthly meeting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-21 |
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