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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-02-14 |
| MN | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED | 2025-02-14 |
Branch Locations
International Falls, MN • United States
101 W Kirkwood Ave Ste 224, Bloomington , IN 47404 • 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 | Bloomington | IN | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bloomington | IN | 11/2016 | 01/2022 |
| Wells Fargo Advisors Financial Network, Llc | Bloomington | IN | 01/2022 | 02/2025 |
| &Partners | Nashville | TN | 02/2025 | Present |
TQWMG, LLC, INVT RELATED, BLOOMINGTON, IN, 50% OWNERSHIP, START DATE 1/11/2022, 20 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE. TQWMG PLAN 401K; INV. RELATED; BLOOMINGTON, IN; TRUSTEE; START DATE: 1/2022; 1 HR PER MONTH; 1 HR DURING TRADING. CIQWM, LLC POSITION: Owner NATURE: LLC, S-corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/14/2025 ADDRESS: Bloomington, IN 47404, United States DESCRIPTION: Only a passthrough entity. Will register expenses and income for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-22 |
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