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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-03 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
11760 Us Hwy 1 Suite 507, Palm Beach Gardens, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New York | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 02/2025 |
| &Partners | Nashville | TN | 02/2025 | Present |
TRUSTEE FOR THE DEIDRE DISANZA 2012 FAMILY TR, INVESTMENT RELATED, PARK RIDGE NJ, CURRENTLY NO DUTIES, START 11/2012
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-09 |
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