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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-21 |
| TX | RA | APPROVED | 2025-11-21 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
1776 Legacy Circle Suite 104, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Naperville | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Naperville | IL | 11/2016 | 11/2025 |
| &Partners | Nashville | TN | 11/2025 | Present |
OBLON ENTERPRISES LLC POSITION: Owner NATURE: Single Person LLC for sole purpose of holding personal real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2025 ADDRESS: Naperville, IL 60540, United States DESCRIPTION: Run the LLC PHI KAPPA PSI FRATERNITY POSITION: Treasurer NATURE: Work as a volunteer for the Purdue Chapter of Phi Kappa Psi Fraternity as a board member to help mentor the members of the chapter, help keep the physical facility where they live in operational shape, provide as liaison to the National Fraternity, and attend meetings and events as an alumni of the Fraternity. As Treasurer, I pay the normal monthly expenses for the chapter at Purdue which includes utilities, mortgage expense, and regular upkeep. The account was opened when I was a Smith Barney employee, now MOrgan Stanley, and while a brokerage account is only used for checking. There are hundreds of bill pay contacts and the reason the account has not moved since 1999. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2025 ADDRESS: West Lafayette IN 47906, United States DESCRIPTION: Mentor, work with house director, facilitate meetings between alumni and undergraduates, work with vendors, have regular meetings with both alumni and undergraduates to maintain the chapter and physical facility. Pay the normal expenses of maintaining the chapter house such as utilities, food, maintenance, mortgage and more. CAF ENTERPRISES LLC POSITION: Owner NATURE: Single Person LLC that is used to own personal real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2025 ADDRESS: Naperville IL 60540, Aurora, IL 60502, United States DESCRIPTION: Run the LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 1994-04-21 |
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