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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • 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 | Columbia | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbia | SC | 11/2016 | 10/2023 |
| &Partners, Llc | Nashville | TN | 10/2023 | Present |
1) PLANTATION POINTE HOMEOWNERS ASSOCIATION; NOT INVESTMENT RELATED; RIDGEWAY, SC; HOMEOWNERS ASSOCIATION; PRESIDENT; START 1/1/2011; ONE HOUR DEVOTED PER MONTH; NOT DURING TRADING HOURS; DUTIES ARE TO LEAD THE QUARTERLY HOMEOWNERS ASSOCIATION MEETING. 2) DSMW PROPERTIES LLC; INVESTMENT RELATED; RIDGEWAY, SC; OWNER; REAL ESTATE INVESTMENTS; START 12/31/2010; 10 HRS MONTH; 0 HRS DURING TRADING. - 3) ELEGANCE FOR LIFE LLC; INV RELATED; RIDGEWAY, SC; 100% OWNERSHIP WITH SPOUSE; START 10/6/2011; ZERO HOURS PER MONTH; ZERO HOURS DURING TRADING; HOLDS RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-27 |
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