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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2025-06-11 |
| TX | RA | APPROVED | 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
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/1995 | 10/2023 |
| &Partners Llc | Moberly | MO | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-18 |
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