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Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-08-30
NY RA APPROVED 2024-08-30
TX RA APPROVED_RES 2024-08-30
  • NJ RA
    APPROVED
    Since 2024-08-30
  • NY RA
    APPROVED
    Since 2024-08-30
  • TX RA
    APPROVED_RES
    Since 2024-08-30

Branch Locations

40 A Grove St., Suite 200, Pittsford, NY 14534 • United States

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

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Rochester, NY
  • 11/2016 → 08/2024
    Rochester, NY
  • 08/2024 → Present
    &Partners, Llc
    Nashville, TN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-18
S63 Uniform Securities Agent State Law Examination 1989-06-21
  • S65 Uniform Investment Adviser Law Examination
    2006-01-18
  • S63 Uniform Securities Agent State Law Examination
    1989-06-21
Other Names
  • Michael J Petix

View on SEC IAPD

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