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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-28 |
Branch Locations
407 E Methvin St #300, Longview , TX 75601 • United States
Longview, TX • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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 | Longview | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Longview | TX | 11/2016 | 03/2025 |
| &Partners | Nashville | TN | 03/2025 | Present |
POWER OF ATTORNEY FOR STEP-FATHER; INV. RELATED; LONGVIEW, TX; START DATE: 12/2021; 5 HRS PER MONTH; 5 HRS DURING TRADING.; EXECUTOR FOR FATHER, INV RELATED, LONGVIEW, TX, START: 2/28/2023, 3 HOURS A MONTH, 2 HOURS DURING TRADING.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, LONGVIEW, TX, START: 3/15/2023, 10 HOURS A MONTH, 5 HOURS DURING TRADING.; TRUSTEE FOR MOTHER, INV RELATED, LONGVIEW, TX, START: 4/4/2023, 2 HOURS A MONTH, 2 HOURS DURING TRADING. NORTH EAST TEXAS REGIONAL MOBILITY AUTHORITY POSITION: Board Member NATURE: This is a Regional Mobility Authority. This is a State of Texas entity established by the legislature to facilitate a variety of transportation projects. I am appointed by the Gregg County Commissioner's Court and serve indefinitely until replaced. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2004 ADDRESS: Tyler, TX 75701, United States DESCRIPTION: General Board of Director duties. Also serve on the Executive committee and the Priority Projects committee.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-03 |
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