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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
449 Main Street, Oneonta, NY 13820 • 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 Advisors Llc | Oneonta | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oneonta | NY | 11/2016 | 01/2026 |
| &Partners | Nashville | TN | 01/2026 | Present |
SUCCESSOR TRUSTEE; INV RELATED; ONEONTA,NY SUCCESSOR TRUSTEE; 12/2033; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS CURLEY WEALTH MANAGEMENT, LLC POSITION: Member NATURE: This LLC was created for the Curley Wealth Management Practice, and it owns the building where the Practice is located. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2025 ADDRESS: Sidney, NY 13838, United States DESCRIPTION: Member of the LLC for our Curley Wealth Management LLC Practice. C2 VENTURES, LLC POSITION: Member NATURE: Purchase vacant land in a subdivision and purchase/build homes for future sale/rent. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 05/18/2026 ADDRESS: Oneonta, NY 13820, United States DESCRIPTION: One of two members of the LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-10-08 |
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