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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-25 |
| PA | RA | APPROVED | 2024-10-18 |
| WV | RA | APPROVED | 2024-09-26 |
| TX | RA | APPROVED | 2024-09-25 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
110 Washington Street 2Nd Floor, Cumberland, MD 21502 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cumberland | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cumberland | MD | 11/2016 | 06/2021 |
| Lpl Financial, Llc | Cumberland | MD | 06/2021 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Cumberland | MD | 06/2022 | 09/2024 |
| &Partners | Nashville | TN | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-08 |
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