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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-20 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
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 | Roseville | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Roseville | CA | 11/2016 | 09/2023 |
| &Partners Llc | Nashville | TN | 10/2023 | Present |
CLARWOOD ASSOCIATES LLC.; INVESTMENT RELATED; SEATTLE, WA; APARTMENT BUILDING; 23.30% OWNERSHIP. START DATE = 1999. - GREEN LAKE NORTH ASSOCIATES LLC; INVESTMENT RELATED; SEATTLE, WA; APARTMENT BUILDING; 25% OWNERSHIP; START DATE = 1995. - QUINAULT APARTMENT ASSOCIATES LLC.; INVESTMENT RELATED; SEATTLE, WA; APARTMENT BUILDING,6.122% OWNERSHIP; START DATE = 1998. - SNOWDEN ASSOCIATES II LLC; INVESTMENT RELATED; SEATTLE, WA; APARTMENT BUILDING; 45% OWNERSHIP; START DATE = 1992. - WEST HILL ASSOCIATES LLC; INVESTMENT RELATED; SEATTLE, WA; APARTMENT BUILDING; 20.59% OWNERSHIP; START DATE = 1997.; RENTAL PROPERTY UNDER GREENLAKE NORTH ASSOCIATES, INV RELATED, SEATTLE, WA, 15.7% OWNERSHIP, START: 6/1/1995, 0 HRS/MONTH, 0 HRS DURING TRADING.; RENTAL PROPERTY UNDER SNOWDON ASSOCIATES, INV RELATED, SEATTLE, WA, 45% OWNERSHIP, START: 12/1/1994, 0 HRS/MONTH, 0 HRS DURING TRADING.; RENTAL PROPERTY UNDER CLARWOOD ASSOCIATES, INV RELATED, SEATTLE, WA, 23.3% OWNERSHIP, START: 3/1/1996, 0 HRS/MONTH, 0 HRS DURING TRADING.; RENTAL PROPERTY UNDER WEST HILL ASSOCIATES, INV RELATED, SEATTLE, WA, 20.5% OWNERSHIP, START: 4/1/1999, 0 HRS/MONTH, 0 HRS DURING TRADING.; RENTAL PROPERTY UNDER QUINAULT APARTMENT ASSOCIATES, INV RELATED, SEATTLE, WA, 5.9% OWNERSHIP, START: 5/1/2002, 0 HRS/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-10 |
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