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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-11-10
  • ME RA
    APPROVED
    Since 2025-11-10

Branch Locations

62 India Street, Suit A, Portland, ME 04101 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Chicago IL 07/2019 02/2020
Unemployed Portland ME 05/2019 07/2019
University Of Southern Maine Portland ME 08/2015 05/2019
Td Bank Falmuth ME 05/2018 08/2018
Mc Constuction Falmouth ME 05/2017 08/2017
Td Bank Falmouth ME 05/2016 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 03/2020 05/2022
Bank Of America, N.A. Boston MA 04/2020 05/2022
Back Cove Financial Falmouth ME 05/2022 08/2024
Commonwealth Financial Network Waltham MA 05/2022 11/2025
Zinn Wealth Management Portland ME 08/2024 11/2025
&Partners Nashville TN 11/2025 Present
  • 07/2019 → 02/2020
    Td Ameritrade
    Chicago, IL
  • 05/2019 → 07/2019
    Unemployed
    Portland, ME
  • 08/2015 → 05/2019
    University Of Southern Maine
    Portland, ME
  • 05/2018 → 08/2018
    Td Bank
    Falmuth, ME
  • 05/2017 → 08/2017
    Mc Constuction
    Falmouth, ME
  • 05/2016 → 05/2017
    Td Bank
    Falmouth, ME
  • 03/2020 → 05/2022
    Boston, MA
  • 04/2020 → 05/2022
    Bank Of America, N.A.
    Boston, MA
  • 05/2022 → 08/2024
    Back Cove Financial
    Falmouth, ME
  • 05/2022 → 11/2025
    Waltham, MA
  • 08/2024 → 11/2025
    Zinn Wealth Management
    Portland, ME
  • 11/2025 → Present
    Nashville, TN
Previous Registrations
Other Businesses

ZINN WEALTH MANAGEMENT, LLP POSITION: Co-Owner NATURE: This business is a co-ownership that me and my partner use to share expenses and have previously used to pay for health insurance etc. We are unsure if we will still need this type of arrangement with &Partners but disclosing it ahead of time. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2024 ADDRESS: Portland, ME 04101, United States DESCRIPTION: Co-ownership of the name Zinn Wealth Management. We use this to conduct our business. JZ WEALTH MANAGEMENT, LLC POSITION: Owner NATURE: LLC is used to file as and S-Corp. Pay myself a salary through the business, make 401K deferrals, pay for business related expenses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2024 ADDRESS: Portland, ME 04101, United States DESCRIPTION: N/A

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-27
  • S66 Uniform Combined State Law Examination
    2019-09-27
Other Names
  • John Philip Zinn
  • John P Zinn

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