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Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-28
  • TX RA
    APPROVED
    Since 2025-03-28

Branch Locations

Gilmer, TX • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

407 E Methvin St #300, Longview , TX 75601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2008-01-01 → 2025-04-02
    Longview, TX
    Longview, TX
  • 2005-06-20 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Longview, TX
    St. Louis, MO
    Longview, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-04-12
  • S63 Uniform Securities Agent State Law Examination
    1999-04-12

View on SEC IAPD

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