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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED | 2025-01-29 |
Branch Locations
1899 W Littleton Blvd., Littleton, CO 80120 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Littleton | CO | 09/2013 | 01/2025 |
| &Partners | Nashville | TN | 01/2025 | Present |
MEADOWGLENN HOA, NOT INV RELATED, WESTMINSTER, CO, ARCHITECTURE COMMITTEE, START: 10/2011, 5 HOURS PER MONTH/0 DURING TRADING.; POWER OF ATTORNEY FOR DAUGHTER, INV RELATED, DENVER, CO, START: 7/17/2019, 1 HR/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-18 |
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