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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| IL | RA | APPROVED | 2024-09-13 |
Branch Locations
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
100 N Field Drive Suite 170, Lake Forest , IL 60045 • 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 | Lake Forest | IL | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lake Forest | IL | 11/2016 | 02/2023 |
| Wells Fargo Advisors Financial Network, Llc | Lake Forest | IL | 02/2023 | 09/2024 |
| &Partners | Nashville | MO | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-15 |
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