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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 | 2025-10-27 |
| MO | RA | APPROVED | 2025-10-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | St. Louis | MO | 08/2004 | 10/2025 |
| &Partners | Nashville | TN | 10/2025 | Present |
JOHN BURROUGHS SCHOOL POSITION: member of the investment committee NATURE: member of the investment committee INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/28/2025 ADDRESS: St. Louis, MO 63124, United States DESCRIPTION: member of the investment committee overseeing the school endowment WOLSAK 6555 LLC POSITION: limited partner NATURE: I am a passive limited partner in a family limited partnership formed to hold private investments for family members. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2019 ADDRESS: Omaha, NE 68114, United States DESCRIPTION: passive holding WOLSAK INVESTORS II LTD POSITION: limited partner NATURE: I am a passive limited partner in a family limited partnership formed to hold private investments for family members. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2000 ADDRESS: Omaha, NE 68114, United States DESCRIPTION: n/a
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-09 |
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