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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-19 |
| WA | RA | APPROVED | 2025-09-19 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
21 Bellwether Way Suite 108, Bellingham, WA 98225 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bellingham | WA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bellingham | WA | 11/2016 | 09/2025 |
| &Partners | Nashville | TN | 09/2025 | Present |
DRAYTON 600 LLC POSITION: member NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/29/2017 ADDRESS: bellingham wa 98229, United States DESCRIPTION: work with property manager and contractor occasionally 2214 EST POSITION: owner NATURE: single family rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/08/1991 ADDRESS: bellingham wa 98229, United States DESCRIPTION: work with property manager and contractor PERRY SOUTH HILL HOLDINGS LLC POSITION: member NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2015 ADDRESS: bellingham wa 98229, United States DESCRIPTION: work with mgmt company and my contractor occasionally
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-30 |
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