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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-25 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
2000 Tower Way, Suite 2037, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Greensburg/ New Stanton | PA | 07/2014 | 06/2018 |
| Citizens Securities, Inc | New Stanton | PA | 11/2016 | 06/2018 |
| Wells Fargo Clearing Services Llc | Greensburg | PA | 07/2018 | 09/2024 |
| &Partners | Nashville | TN | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-11 |
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