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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-27 |
Branch Locations
100 Main Street, Suite 101, Luzerne, PA 18709 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Plains | PA | 06/2022 | 10/2025 |
| Maximus | Mclean | VA | 12/2021 | 06/2022 |
| Navient | Wilmington | DE | 05/2014 | 12/2021 |
| &Partners | Nashville | TN | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-09 |
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