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Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-03-10
  • VA RA
    APPROVED
    Since 2026-03-10

Branch Locations

650 Peter Jefferson Pkwy, Suite 160, Charlottesville, VA 22911 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Charlottesville VA 08/2011 03/2026
&Partners Nashville TN 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-08
  • S66 Uniform Combined State Law Examination
    2024-11-08
Other Names
  • Heather Greco
  • Heather Stogdale

View on SEC IAPD

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