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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED | 2025-01-10 |
Branch Locations
2820 Selwyn Ave. Suite 360, Charlotte, NC 28209 • 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 Clearing Services, Llc | Charlotte | NC | 03/2014 | 01/2025 |
| &Partners | Nashville | TN | 01/2025 | Present |
RENTAL PROPERTY, INV RELATED, CHAPEL HILL, NC, 50% OWNERSHIP, START 11/10/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY.; SHEVE CAPITAL LLC, INV RELATED, AWENDAW, SC, 50% OWNERSHIP, START 11/3/2021, 1 HR PER MONTH, 0 HRS DURING TRARDING, HOLD RENTAL PROPERTY.; UNITED METHODIST FOUNDATION OF WESTERN NC, INV RELATED, HUNTERSVILLE, NC, INVESTMENT COMMITTEE TEAM LEADER, START 6/30/2022, 2 HOURS PER MONTH, 2 HOURS DURING TRADING, DISCUSSING ALLOCATION AND MANAGERS CONSULTANT RECOMMENDATIONS AND PERFORMANCE.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, MT PLEASANT, NC, START: 3/2/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-10 |
| S65 | Uniform Investment Adviser Law Examination | 1993-08-25 |
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