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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-11 |
| TX | RA | APPROVED | 2024-10-11 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
480 S. Main Street Suite 300, Davidson, NC 28036 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Davidson | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Davidson | NC | 11/2016 | 10/2024 |
| &Partners | Nashville | TN | 10/2024 | Present |
OFF THE GRID, LLC; INVT RELATED, SNOWSHOE, WV, 100% OWNERSHIP WITH SPOUSE, START DATE 11/19/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. RENTAL PROPERTY; INVT RELATED; SNOWSHOE, WV; 100% OWNERSHIP WITH SPOUSE; START DATE 11/2022; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES NONE. DWM PARTNERS LLC POSITION: Partner NATURE: Help to fund building, expenses etc. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2025 ADDRESS: Mooresville, NC 28117, United States DESCRIPTION: none
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-24 |
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