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CRD 6369023
&Partners CRD 3767
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-04 |
| CT | RA | APPROVED | 2024-09-06 |
| TX | RA | APPROVED | 2024-09-06 |
Branch Locations
West Palm Beach, FL • United States
Wellesley, MA • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
280 Summer Street, 9Th Floor, Boston, MA 02210 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors Inc | Boston | MA | 02/2015 | 02/2017 |
| Wells Fargo Clearing Services Llc | Boston | MA | 02/2017 | 09/2024 |
| &Partners, Llc | Nashville | TN | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-21 |
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