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&Partners CRD 3767
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-25 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
110 Washington Street 2Nd Floor, Cumberland, MD 21502 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Cumberland | MD | 09/2017 | 08/2021 |
| Law Offices Of Anderson Rudd Donahue & Mckee | Cumberland | MD | 08/2006 | 09/2017 |
| Lpl Financial Llc | Cumberland | MD | 08/2021 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Johnstown | PA | 06/2022 | 09/2024 |
| &Partners | Nashville | TN | 09/2024 | Present |
PERSONAL SUPPORT SERVICES, NOT INV RELATED, LAVALE, MD, PERSONAL SUPPORT PROVIDER, START 7/1/2023, 120 HOURS PER MONTH, ZERO HOURS DURING TRADING, PROVIDING PERSONAL CARE TO FAMILY MEMBER. NATHAN CRITES POSITION: Caregiver NATURE: I am a family/live-in caregiver for my disabled adult son through the State of Maryland Waiver Program. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: LaVale, MD 21502, United States DESCRIPTION: I assist with ADLs (activities of daily living) as well as cooking, cleaning, laundry, shopping and managing health needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-03 |
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