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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-06 |
| VA | RA | APPROVED | 2026-03-06 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
650 Peter Jefferson Pkwy, Suite 160, Charlottesville, VA 22911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Culpeper | VA | 09/2014 | 11/2016 |
| Wells Fargo Bank Na | Culpeper | VA | 04/2012 | 08/2021 |
| Wells Fargo Clearing Services, Llc | Culpeper | VA | 11/2016 | 03/2026 |
| &Partners | Nashville | TN | 03/2026 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: I have an upstairs apartment and a cottage on my primary residence that are rented out to tenants. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: Charlottesville, VA 22902, United States DESCRIPTION: I own and upkeep the property in exchange for rent. RENTAL PROPERTY - CROSSROADS, VA 22942 POSITION: Property Owner NATURE: I own this property and have it rented out as a personal residence start May 1st. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: Crossroads, VA 22942, United States DESCRIPTION: Landlord responsibilities - repairs / maintenance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-12 |
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