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Icr Partners CRD 304689
$799M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8 Cadillac Drive Suite 300, Nashvillle, TN 37207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-15 |
Branch Locations
8 Cadillac Drive Suite 300, Nashvillle, TN 37207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fdx Advisors | Evansville | IN | 02/2013 | 01/2018 |
| Unemployed | Evansville | IN | 01/2018 | 07/2018 |
| First Rate, Inc. | Arlington | TX | 07/2018 | 04/2019 |
| Icr Partners, Llc | Brentwood | TN | 04/2019 | Present |
Independent Board Director for Vestwell Trust Company, Inc. a New Hampshire organized trust company which is a subsidiary of Vestwell Holding Company, Inc. Director since 2020.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-13 |
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