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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-22 |
| MI | RA | APPROVED | 2024-08-02 |
| TX | RA | APPROVED | 2024-08-02 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
2533 Spring Arbor Rd. Suite A, Jackson, MI 49203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jackson | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jackson | MI | 11/2016 | 03/2019 |
| Wells Fargo Advisors Financial Network, Llc | Jackson | MI | 03/2019 | 08/2024 |
| &Partners, Llc | Nashville | TN | 08/2024 | Present |
Outside Business Name: JBK Jackson LLC Location: City, State: 100 S Jackson St STE 106 Jackson MI 49201 Start Date: January 2018 Position: Partner Description: Closely Held business - RennCo JXN owns25% OF JBK Jackson LLC office operations. Pay expenses of business Hours per week: 1Hour monthly Compensation: ZERO Outside Business Name: JBK Jackson LLC DBA MERIDIAN WEALTH MANAGMENT/MERIDIAN WEALTH MANGMT OF MI Location: City, State: 100 S Jackson St STE 106 Jackson MI 49201 Start Date: January 2018 Position: Partner Description: Closely Held business - RennCo JXN owns25% OF JBK Jackson LLC office operations. Pay expenses of business Hours per week: 1Hour monthly Compensation: ZERO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-26 |
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