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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-22 |
| CA | RA | APPROVED | 2026-06-17 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
34179 Golden Lantern Suite 101, Dana Point, CA 92629 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Newport Beach | CA | 04/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Newport Beach | CA | 11/2016 | 06/2026 |
| &Partners | Nashville | TN | 06/2026 | Present |
POWER OF ATTORNEY FOR MOTHER;INV RELATED; LAGUNA NIGUEL,CA; MANAGE HIS MOTHER'S ACCOUNTS.; POA; START DATE: 07/23/2025; 2 HRS PER MONTH; 2 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-29 |
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