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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-07 |
| MN | RA | APPROVED | 2024-01-09 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
New Prague, MN • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Minneapolis | MN | 12/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 11/2016 | 08/2022 |
| Rbc Capital Markets, Llc | Minneapolis | MN | 08/2022 | 12/2023 |
| &Partners, Llc | Nashville | TN | 01/2024 | Present |
1) NAME OF ENTITY: St. Wenceslaus Catholic Church ADDRESS: 215 Main Street East, New Prague, MN 56071 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Catholic Church CAPACITY: Treasurer START DATE 06/01/2023 DUTIES: Trustees are fiduciaries of the Parish corporation responsible for voting on corp. resolutions regarding all Parish business. HOURS DEVOTED PER MONTH: 0.5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-21 |
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