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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-08 |
| TX | RA | APPROVED | 2026-05-08 |
Branch Locations
44 S. Vail Ave Suite 200, Arlington Heights, IL 60005 • 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 | Barrington | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Barrington | IL | 11/2016 | 05/2026 |
| &Partners | Nashville | TN | 05/2026 | Present |
APB PPW&P LLC POSITION: Owner NATURE: APB PPW&P LLC is a single-member LLC I established as sole member/owner and relates to my existing business interest and revenues involving Principality Private Wealth &Partners, of which I am a Partner - 1 of 3 - that own and operate this business entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2026 ADDRESS: Arlington Heights, IL 60005, United States DESCRIPTION: Duties and responsibilities related to APB PPW&P LLC would be keeping books and records of business income and expenses: depositing capital contributions monthly, paying off credit card bills monthly, confirming annual income tax withholding/payments to be made, tax filings to submit thru engaging my accountant.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-26 |
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