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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-15 |
| TX | RA | APPROVED | 2025-07-15 |
Branch Locations
149 Crepe Myrtle Drive, Aiken, SC 29803 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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 | Pensacola | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pensacola | FL | 11/2016 | 06/2020 |
| Wells Fargo Advisors Financial Network, Llc | Aiken | SC | 06/2020 | 07/2025 |
| &Partners | Nashville | TN | 07/2025 | Present |
JOEDEAN, LLC, INVT RELATED, AIKEN, SC, 100% OWNERSHIP, START DATE 12/1/2020, 140 TO 170 HRS PER MONTH, 130 HRS DURING TRADING, FINET PRACTICE. THE GREEN BOUNDARY CLUB POSITION: Board Member NATURE: Social dining and hospitality club INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/15/2025 ADDRESS: Aiken,S.C. 29801, United States DESCRIPTION: Member of the Membership Committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-10 |
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