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Richard Jay Getzoff

&Partners

Nashville, TN

Longport, NJ

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Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-08-28
  • NJ RA
    APPROVED
    Since 2023-08-28

Branch Locations

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

Longport, NJ • 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
Wells Fargo Advisors Llc Short Hills NJ 05/2009 11/2016
Wells Fargo Clearing Services, Llc Short Hills NJ 11/2016 06/2023
Ampersand Partners, Llc Warren NJ 06/2023 Present
Wiley Bros. - Aintree Capital, Llc. Nashville TN 08/2023 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Short Hills, NJ
  • 11/2016 → 06/2023
    Wells Fargo Clearing Services, Llc
    Short Hills, NJ
  • 06/2023 → Present
    Ampersand Partners, Llc
    Warren, NJ
  • 08/2023 → Present
    Wiley Bros. - Aintree Capital, Llc.
    Nashville, TN
Previous Registrations
  • 2003-07-01 → 2023-06-15
    Wells Fargo Clearing Services, Llc
    Florham Park, NJ
    Short Hills, NJ
    Florham Park, NJ
    Bedminster, NJ
    Florham Park, NJ
    Linwood, NJ
    Washington, DC
    St. Louis, MO
    Bedminster, NJ
  • 2000-02-10 → 2003-07-01
    Prudential Equity Group, Llc
    Morristown, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-05-04
S63 Uniform Securities Agent State Law Examination 1992-11-02
  • S65 Uniform Investment Adviser Law Examination
    1994-05-04
  • S63 Uniform Securities Agent State Law Examination
    1992-11-02
Other Names
  • Richard J Getzoff

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

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