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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-27
NH RA APPROVED 2024-09-06
TX RA APPROVED 2024-09-06
  • MA RA
    APPROVED
    Since 2025-02-27
  • NH RA
    APPROVED
    Since 2024-09-06
  • TX RA
    APPROVED
    Since 2024-09-06

Branch Locations

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

Melrose, MA • United States

280 Summer Street, 9Th Floor, Boston, MA 02210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Boston MA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Boston MA 11/2016 09/2024
&Partners, Llc Nashville TN 09/2024 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Boston, MA
  • 11/2016 → 09/2024
    Boston, MA
  • 09/2024 → Present
    &Partners, Llc
    Nashville, TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-02
  • S66 Uniform Combined State Law Examination
    2006-11-02
Designations

View on SEC IAPD

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