Christopher Joseph Cassidy

Current Employers

&Partners

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-07-10
TX	RA	APPROVED	2026-07-10

NY RA
APPROVED

Since 2026-07-10
TX RA
APPROVED

Since 2026-07-10

Branch Locations

4 Tower Place First Floor, Albany , NY 12203 • United States

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

Organization	City	State	From	To
Wells Fargo Advisors Llc	Albany	NY	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Albany	NY	11/2016	07/2026
&Partners	Nashville	TN	07/2026	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Albany, NY
11/2016 → 07/2026

Wells Fargo Clearing Services, Llc

Albany, NY
07/2026 → Present

&Partners

Nashville, TN

Previous Registrations

2002-07-23 → 2026-07-20

Wells Fargo Clearing Services, Llc

Albany, NY

Albany, NY

Albany, NY

Other Businesses

ST. STEPHEN'S EPISCOPAL CHURCH, INV RELATED, FINANCE COMMITTEE MEMBER, START 3/1/2014, 1 HOUR PER MONTH, ZERO DURING TRADING, MONITORING FINANCIAL PROCEDURES AND POLICIES. THE EPISCOPAL DIOCESE OF ALBANY, INV RELATED, GREENWICH, NY, FINANCE COMMITTEE MEMBER, START 7/30/24, 1 HR PER MONTH, 0 HRS DURING TRADING, MONITORING BUDGET FOR THE YEAR AND DISCUSSING WHERE EDOA STANDS CURRENTLY WITH THE ANTICIPATED INCOME AND EXPENSES;

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1996-04-13
S65	Uniform Investment Adviser Law Examination	1996-04-13

S63 Uniform Securities Agent State Law Examination

1996-04-13
S65 Uniform Investment Adviser Law Examination

1996-04-13

View on SEC IAPD