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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-07-31 |
| TX | RA | APPROVED_RES | 2024-07-25 |
Branch Locations
3711 Kennett Pike, Suite 205, Wilmington, DE 19807 • 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 | Greenville | DE | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenville | DE | 11/2016 | 07/2024 |
| &Partners, Llc | Nashville | TN | 07/2024 | Present |
Outside Business Name: ESTATE OF LORRAINE RAGIN Location: NEWARK, DE Start Date: 6/9/2023 Position: EXECUTOR Description: EXECUTOR Hours per week: N/A Compensation: N/A UNIVERSITY OF DELAWARE - OLLI POSITION: volunteer NATURE: Volunteer/Assistant to Instructor for Principles of Investing Class INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 6 START DATE: 02/04/2026 ADDRESS: Wilmington, DE 19806, United States DESCRIPTION: Assist with class instruction and run ZOOM for online students.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-28 |
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