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&Partners CRD 3767
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-09 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • 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 | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 05/2021 |
| Wells Fargo Clearing Services, Llc. | Atlanta | GA | 07/2021 | 06/2023 |
| Amersand Partners | St. Louis | MO | 06/2023 | 09/2023 |
| &Partners Llc | Nashville | TN | 10/2023 | Present |
FINRA; NON INVESTMENT RELATED; NEW YORK, NY; ARBITRATOR; START 6/2004; 1/2 HR PER MONTH 0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-29 |
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