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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-11-10 |
Branch Locations
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
Deerfield, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Deerfield | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Deerfield | IL | 11/2016 | 05/2021 |
| Lpl Financial, Llc | Deerfield | IL | 07/2021 | 08/2023 |
| Stratos Wealth Partners, Ltd | Deerfield | IL | 07/2021 | 08/2023 |
| Ampersand Partners | St. Louis | MO | 09/2023 | 09/2023 |
| &Partners Llc | Nashville | TN | 10/2023 | Present |
FINRA - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - FINRA Arbitrator - Start Date: 10/01/2021 - 10 Hours Per Month/10 Hours During Securities Trading. ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER POSITION: Chair of Investment Committee NATURE: Holocaust Museum INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2026 ADDRESS: Skokie, IL 60077, United States DESCRIPTION: Oversee Investment Managers hired to manage the investments of the museum.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-29 |
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