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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-07 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Eden Prairie | MN | 06/2016 | 07/2017 |
| Wells Fargo Clearing Services, Llc | Eden Prairie | MN | 07/2017 | 01/2025 |
| &Partners | Nashville | TN | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
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