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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-03 |
| NY | RA | APPROVED | 2024-08-30 |
Branch Locations
40 A Grove St., Suite 200, Pittsford, NY 14534 • United States
Naples, FL • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Rochester | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Rochester | NY | 11/2016 | 08/2024 |
| &Partners, Llc | Nashville | TN | 08/2024 | Present |
CO-TRUSTEE FOR SPOUSE'S TRUST, INV RELATED, ROCHESTER, NY, START 6/25/2020, 5 HRS/MONTH, 0 HRS DURING TRADING.; BROKERSAURUS TRUST LLC, INV RELATED, DOVER, DE, 100% OWNERSHIP BY TRUST, START 9/28/2020, 2 HOURS PER MONTH, ZERO DURING TRADING, INVESTMENTS.; CO-TRUSTEE FOR SPOUSE'S TRUST, INV RELATED, NAPLES, FL, START: 5/20/2021, 6 HRS/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1981-12-03 |
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