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Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-04-26
OH RA APPROVED 2024-04-26
TX RA APPROVED 2024-04-26
  • MI RA
    APPROVED
    Since 2024-04-26
  • OH RA
    APPROVED
    Since 2024-04-26
  • TX RA
    APPROVED
    Since 2024-04-26

Branch Locations

455 E. Eisenhower Pkwy Ste 240, Ann Arbor, MI 48108 • United States

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

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • 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 Ann Arbor MI 04/2012 11/2016
Wells Fargo Clearing Services, Llc Ann Arbor MI 11/2016 04/2024
&Partners, Llc Nashville TN 04/2024 Present
  • 04/2012 → 11/2016
    Wells Fargo Advisors, Llc
    Ann Arbor, MI
  • 11/2016 → 04/2024
    Ann Arbor, MI
  • 04/2024 → Present
    &Partners, Llc
    Nashville, TN
Previous Registrations
Other Businesses

ARBOR AVENUE PARTNERS LLC POSITION: Co-Founder NATURE: Holds cash for expense sharing and operational activities as well as the investment in &Affiliates. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: Ann Arbor MI 48108, United States DESCRIPTION: Passive role. Very little activity involved.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-06
  • S66 Uniform Combined State Law Examination
    2012-07-06
Designations

View on SEC IAPD

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