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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-16 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
301 Commerce Street Suite 1350, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fort Worth | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 11/2016 | 02/2024 |
| &Partners, Llc | Fort Worth | TX | 02/2024 | Present |
ARTIFICIAL HORIZON, LLC; NON-INV; COLLEYVILLE, TX; LLC FOR AIRCRAFT OWNERSHIP AND RENTAL HANGER; 7% OWNERSHIP; START 1/27/2011; HOURS: MINIMAL TIME DEVOTED - 0 DURING TRADING HOURS N3739Q, LLC; NON-INV; COLLEYVILLE, TX; LLC FOR AIRCRAFT OWNERSHIP & LEASE BACK; 100% OWNERSHIP WITH SPOUSE; START 1/9/2013; HOURS: MINIMAL TIME DEVOTED - 0 DURING TRADING HOURS N675C LLC; NON-INV; COLLEYVILLE, TX; LLC FOR AIRCRAFT OWNERSHIP & LEASE BACK; 100% OWNERSHIP WITH SPOUSE; START 8/2013; HOURS: 0 PER MONTH - 0 DURING TRADING HOURS. RENTAL PROPERTY, INV RELATED, BEDFORD TX. 100% OWNERSHIP, START 8/15/2017, 5 HOURS/MONTH, LANDLORD. NAPOLEON HOLDINGS LLC DBA TROPICAL SMOOTHIE CAFE, NOT INV RELATED, SOUTHLAKE, TX, 9.59% OWNERSHIP, START 6/2019, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HEAR REPORTS ON SALES/EXPENSES, MARKETING EFFORTS. NC3456N LLC, NOT INV RELATED, COLLEYVILLE, TX, 100% OWNERSHIP, START 3/26/2015, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS AIRCRAFT. NC32791 LLC, NOT INV RELATED, COLLEYVILLE, TX, 100% OWNERSHIP, START 2/4/2016, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS AIRCRAFT. N777NF AVIATION, LLC POSITION: Member NATURE: Aircraft Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2020 ADDRESS: Colleyville, TX, United States DESCRIPTION: Report expenses annually for tax preparation 820 CENTRAL DRIVE LLC POSITION: Member Manager NATURE: The new LLC will purchase the building in Colleyville, TX. In three months, Stanford Wealth Management expects to move from its downtown Fort Worth, TX location to lease a building in Colleyville, TX. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2026 ADDRESS: Colleyville, TX 76034, United States DESCRIPTION: Collect rent from Stanford Wealth Management, maintain the property, pay property taxes, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-25 |
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