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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-05-03 |
| TX | RA | APPROVED | 2024-05-03 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
4600 South Springhill Junction Street, Terre Haute, IN 47802 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2016 | 07/2017 |
| Sodexo | Indianapolis | IN | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services Llc | Indianapolis | IN | 09/2017 | 02/2022 |
| Unemployed | Indianapolis | IN | 07/2017 | 09/2017 |
| Wells Fargo Advisors Financial Network, Llc | Terre Haute | IN | 02/2022 | 05/2024 |
| &Partners, Llc | Nashville | TN | 05/2024 | Present |
Outside Business Name: Oaubache Land Conservancy Location: City, State Terre Haute Start Date: 2021 Position: Director Description: Manages properties in west central indiana to preserve and restore wildlife habitats Hours per week: Compensation: KLUGER, INC. POSITION: Owner NATURE: This is just an S-Corp affiliated with our practice. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2024 ADDRESS: 4812 W. Private Rd. 890 N, Brazil, IN DESCRIPTION: This is just an S-Corp affiliated with our ipractice. TERRE HAUTE SYMPHONY ORCHESTRA POSITION: Board Member NATURE: The board provides advice and recommendations to the Terre Haute Symphony Orchestra. It also assists in community outreach and communication. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 25 N 6th St, Terre Haute, IN DESCRIPTION: Provide advice and insight. Vote on various symphony matters, scheduling, and events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-09 |
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