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Account
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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-10 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
Winchester, TN • United States
Winchester, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Saint Louis | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Saint Louis | MO | 11/2016 | 08/2024 |
| Kingswood Capital Partners | Winchester | TN | 07/2024 | 04/2026 |
| Kingswood Wealth Advisors | San Diego | CA | 07/2024 | 04/2026 |
| &Partners | Nashville | TN | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-14 |
| S65 | Uniform Investment Adviser Law Examination | 2000-05-08 |
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