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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED | 2025-12-02 |
Branch Locations
150 3Rd Ave S Ste 2100, Nashville, TN 37201 • United States
91 Longwater Circle Ste 300, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Rockland | MA | 08/2025 | 12/2025 |
| Hudson Independent Partnerships Llc | Nashville | TN | 05/2023 | 07/2025 |
| 7 Mile Advisors | Charlotte | NC | 01/2021 | 05/2023 |
| Wellington Management International Ltd. | London | 10/2017 | 12/2020 | |
| Wellington Management Company | Boston | MA | 04/2014 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 12/2025 | Present |
HARBORMEN 1, LLC; INV RELATED; NASHVILLE, TN; OWNS INVESTMENT PROPERTY; 50% OWNERSHIP; 02/05/2024; 1 HOUR PER MONTH; 0 DURING TRADING | HARBORMEN 2, LLC; INVE RELATED; NASHVILLE, TN; OWNS INVESTMENT PROPERTIES; 50% OWNERSHIP; 02/05/2024; 1 HOURS PER MONTH; O DURING TRADING | RENTAL PROPERTY; INV RELATED; NEWPORT, RI; 50% OWNERSHIP; 01/11/2017; 1 HOUR PER MONTH; 0 DURING TRADING | RENTAL PROPERTY; INV RELATED; IRMO, SC; 50% OWNERSHIP; 08/16/2021; 1 HOUR PER MONTH; O DURING TRADING | RENTAL PROPERTY; INV RELATED; COLUMBIA, SC; 50% OWNERSHIP; 12/10/2021; 1 HOUR PER MONTH; 0 DURING TRADING |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-14 |
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