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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
6101 South Broadway Avenue Ste 115, Tyler, TX 75703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Tyler | TX | 10/2017 | 04/2023 |
| U.S. Department Of Defense, U.S. Navy | Virginia Beach | VA | 04/1993 | 09/2017 |
| Wells Fargo Advisors Financial Network, Llc | Tyler | TX | 04/2023 | 06/2024 |
| &Partners, Llc | Nashville | TN | 06/2024 | Present |
SPEAKER POSITION: Owner NATURE: Motivational speaker, relevant to teamwork, leadership, and communication via military experience. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: Tyler, TX 75701, United States DESCRIPTION: All
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-08 |
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