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Patricia Whelan Barrett

&Partners

Bloomington, MN

Nashville, TN

Nashville, TN

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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-06-07
TX RA APPROVED 2024-06-07
  • MN RA
    APPROVED
    Since 2024-06-07
  • TX RA
    APPROVED
    Since 2024-06-07

Branch Locations

7900 Xerxes Ave South Suite 1100, Bloomington, MN 55431 • United States

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Minneapolis MN 05/2009 11/2016
Wells Fargo Clearing Services, Llc Minneapolis MN 11/2016 06/2024
&Partners, Llc Nashville TX 06/2024 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Minneapolis, MN
  • 11/2016 → 06/2024
    Wells Fargo Clearing Services, Llc
    Minneapolis, MN
  • 06/2024 → Present
    &Partners, Llc
    Nashville, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-02-25
S63 Uniform Securities Agent State Law Examination 1990-04-05
  • S65 Uniform Investment Adviser Law Examination
    1997-02-25
  • S63 Uniform Securities Agent State Law Examination
    1990-04-05
Other Names
  • Patricia Maire Barrett
  • Patricia Marie Whelan
  • Patricia Marie Barrett
  • Trish Barrett

View on SEC IAPD

Other Firms

PETROS FAMILY WEALTH, LLC
JNBA FINANCIAL ADVISORS, LLC
DEVENIR INVESTMENT ADVISORS, LLC
REDHAWK WEALTH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.
ELEVATION POINT WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.

Other Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS
BIXBY TYLER GILBERTSON
CADE JOHNSON
THOMAS HARWELL JENKINS
BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

More in Bloomington, MN

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