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Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-06-11
TX RA APPROVED 2023-10-27
  • MO RA
    APPROVED
    Since 2025-06-11
  • TX RA
    APPROVED
    Since 2023-10-27

Branch Locations

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES

801 N. Morley, Moberly, MO 65270 • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/1995 10/2023
&Partners Llc Moberly MO 10/2023 Present
  • 02/1995 → 10/2023
    St Louis, MO
  • 10/2023 → Present
    &Partners Llc
    Moberly, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-10
S63 Uniform Securities Agent State Law Examination 1995-05-18
  • S65 Uniform Investment Adviser Law Examination
    2025-06-10
  • S63 Uniform Securities Agent State Law Examination
    1995-05-18

View on SEC IAPD

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