Best Investors Account Sign in

Barry Lynn Hefner

&Partners

Nashville, TN

Waco, TX

Claim This Profile
Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-28
  • TX RA
    APPROVED
    Since 2023-09-28

Branch Locations

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

Waco, TX • 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
Ampersand Partners Llc St. Louis MO 06/2023 08/2023
&Partners Llc St. Louis MO 09/2023 Present
Unemployed Waco TX 06/2022 06/2023
Blackrock Investments, Inc. New York NY 09/2006 06/2022
  • 06/2023 → 08/2023
    Ampersand Partners Llc
    St. Louis, MO
  • 09/2023 → Present
    &Partners Llc
    St. Louis, MO
  • 06/2022 → 06/2023
    Unemployed
    Waco, TX
  • 09/2006 → 06/2022
    Blackrock Investments, Inc.
    New York, NY
Previous Registrations
  • 2006-09-29 → 2022-06-09
    Blackrock Investment Management, Llc
    Plainsboro, NJ
    Princeton, NJ
    Princeton, NJ
    San Francisco, CA
    Chicago, IL
    Princeton, NJ
    Princeton, NJ
  • 1997-04-03 → 2006-09-29
    Merrill Lynch Investment Managers Lp
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-23
S63 Uniform Securities Agent State Law Examination 1991-12-30
  • S65 Uniform Investment Adviser Law Examination
    1997-01-23
  • S63 Uniform Securities Agent State Law Examination
    1991-12-30

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
OCEAN PARK ASSET MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
HIGHTOWER ADVISORS, LLC
SANFORD C. BERNSTEIN & CO., LLC

Other Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

More in Nashville, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor