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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-07-25 |
| PA | RA | APPROVED | 2024-07-25 |
| TX | RA | APPROVED | 2024-07-25 |
Branch Locations
3711 Kennett Pike, Suite 205, Wilmington, DE 19807 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services,Llc | Newark | DE | 10/2018 | 07/2024 |
| Blacktree Healthcare Consulting | Conshohocken | PA | 06/2016 | 10/2018 |
| &Partner, Llc | Nashville | TN | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-10 |
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