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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-19 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-28 |
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