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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
6101 South Broadway Avenue Ste 115, Tyler, TX 75703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Longview | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Longview | TX | 11/2016 | 04/2022 |
| Wells Fargo Advisors Financial Network, Llc | Tyler | TX | 04/2022 | 06/2024 |
| &Partners, Llc | Nashville | TN | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-31 |
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