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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-31 |
| TN | RA | APPROVED | 2021-03-19 |
Branch Locations
150 3Rd Ave S Ste 2100, Nashville, TN 37201 • United States
Franklin, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 02/2015 | 03/2021 |
| Bank Of America, N.A. | Nashville | TN | 02/2015 | 03/2021 |
| Wells Fargo Clearing Services, Llc, | Nashville | TN | 03/2021 | Present |
RENTAL PROPERTY, INV RELATED, COLUMBIA, TN, 100% OWNERSHIP WITH SPOUSE, START 3/19/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. JSR IRREVOCABLE TRUST & MSR IRREVOCABLE TRUST; INV RELATED; FRANKLIN,TN; TRUSTEE; START DATE: 12/09/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-12 |
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