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Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-19
TX RA APPROVED 2025-05-16
  • FL RA
    APPROVED
    Since 2025-05-19
  • TX RA
    APPROVED
    Since 2025-05-16

Branch Locations

Boynton Beach, FL • United States

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

500 University Blvd. Suite 202, Jupiter, FL 33458 • 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 St. Louis MO 06/2014 05/2025
&Partners Nashville TN 05/2025 Present
  • 06/2014 → 05/2025
    Wells Fargo Advisors
    St. Louis, MO
  • 05/2025 → Present
    Nashville, TN
Previous Registrations
  • 2014-07-14 → 2025-05-21
    St. Louis, MO
    St. Louis, MO
    St. Louis, MO
    Boca Raton, FL
    Palm Beach Gardens, FL
    Boynton Beach, FL
    Delray Beach, FL
Other Businesses

RENTAL PROPERTY, INVT RELATED, ST. LOUIS, MO, 15% OWNERSHIP, START DATE 2/26/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, NO DUTIES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-19
S63 Uniform Securities Agent State Law Examination 2014-07-02
  • S66 Uniform Combined State Law Examination
    2015-11-19
  • S63 Uniform Securities Agent State Law Examination
    2014-07-02

View on SEC IAPD

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