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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-29 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
105 Fieldcrest Ave. Suite 509, Edison, NJ 08837 • 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 |
|---|---|---|---|---|
| Pruco Securities Corporation | Bedminster Ts | NJ | 09/1998 | 07/2024 |
| Wells Fargo Advisors Llc | Warren | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Warren | NJ | 11/2016 | 07/2024 |
| &Partners, Llc | Nashville | TN | 07/2024 | Present |
NORTH BRUNSWICK PLANNING BOARD, NOT INVESTMENT RELATED, NORTH BRUNSWICK NJ, CHAIRMAN, START 1/2024, 4 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: RUNNING MEETINGS, PREPARING MASTER PLAN, REVIEWING APPLICATIONS FOR DEVELOPMENT AND PROVIDING RECOMMENDATIONS TO TOWN COUNCIL ON ALL DEVELOPMENT REGULATIONS. NORTH BRUNSWICK DEMOCRATIC ORGANIZATION, NOT INV RELATED, NORTH BRUNSWICK, NJ, CHAIRMAN, START 6/2020; 4 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: RUNNING 4-6 COMMITTEE MEETINGS PER YEAR, ORGANIZING CIVIC EVENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-16 |
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