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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-28 |
Branch Locations
407 E Methvin St #300, Longview , TX 75601 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Longview | TX | 10/2012 | 10/2017 |
| Wells Fargo Clearing Services Llc | Longview | TX | 10/2017 | 03/2025 |
| &Partners | Nashville | TN | 03/2025 | Present |
PHELAN ENTERPRISES 628; NOT INVESTMENT RELATED; JUDSON,TX; 100% OWNERSHIP WITH SPOUSE; START DATE 04/15/2021; NUMBER OF HOURS PER MONTH 30; NUBMER OF HOURS DURING TRADING 0; REAL ESTATE INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-29 |
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