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&Partners CRD 3767
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED_RES | 2024-08-23 |
| MO | RA | APPROVED | 2024-08-22 |
Branch Locations
Hilton Head, SC • United States
Chesterfield, MO • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
16052 Swingley Ridge Rd., Suite 310, Chesterfield, MO 63017 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Chesterfield | MO | 12/2013 | 08/2024 |
| &Partners, Llc | Nashville | TN | 08/2024 | Present |
1) KMOX radio / Radio/Media / Radio host /// 2) Rental Property; Hilton Head Island, South Carolina 29928; Sole proprietorship; Real Estate; Renting secondary home; Proprietor / owner; Start date: 6/1/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-27 |
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