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Angela Eileen Thames

&Partners

Nashville, TN

Nashville, TN

Columbia, SC

CRD 2696503

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Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-04-19
TX RA APPROVED 2024-04-19
  • SC RA
    APPROVED
    Since 2024-04-19
  • TX RA
    APPROVED
    Since 2024-04-19

Branch Locations

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

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

508 Hampton St. Ste. 301, Columbia, SC 29201 • 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 Columbia SC 05/2009 11/2016
Wells Fargo Clearing Services, Llc Columbia SC 11/2016 04/2024
&Partners, Llc Nashville TN 04/2024 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Columbia, SC
  • 11/2016 → 04/2024
    Wells Fargo Clearing Services, Llc
    Columbia, SC
  • 04/2024 → Present
    &Partners, Llc
    Nashville, TN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-11
S63 Uniform Securities Agent State Law Examination 1997-07-28
  • S65 Uniform Investment Adviser Law Examination
    2007-08-11
  • S63 Uniform Securities Agent State Law Examination
    1997-07-28
Designations
  • Certified Financial Planner
Other Names
  • Angie Rosenbam
  • Angela Eileen Rosenbam

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.

Nearby Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN

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