Lloyd Dean Laughlin

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

&Partners

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-03-06
TX	RA	APPROVED	2025-03-06

PA RA
APPROVED

Since 2025-03-06
TX RA
APPROVED

Since 2025-03-06

Branch Locations

Hermitage, PA • United States

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

1526 E State St, Hermitage, PA 16148 • 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 No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Sewickley	PA	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Sewickley	PA	11/2016	03/2025
&Partners	Nashville	TN	03/2025	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Sewickley, PA
11/2016 → 03/2025

Wells Fargo Clearing Services, Llc

Sewickley, PA
03/2025 → Present

&Partners

Nashville, TN

Previous Registrations

2008-04-09 → 2025-03-11

Wells Fargo Clearing Services, Llc

Sewickley, PA

Hermitage, PA

Hermitage, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-01-28
S63	Uniform Securities Agent State Law Examination	1983-05-12

S65 Uniform Investment Adviser Law Examination

1992-01-28
S63 Uniform Securities Agent State Law Examination

1983-05-12

View on SEC IAPD