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Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-09-22
TX RA APPROVED 2023-09-22
  • SC RA
    APPROVED
    Since 2023-09-22
  • TX RA
    APPROVED
    Since 2023-09-22

Branch Locations

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES

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

217 Dozier Blvd. Suite 204, Florence, SC 29501 • 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
Edward Jones St Louis MO 04/2018 09/2023
Mcleod Health Florence SC 09/2015 03/2018
&Partners Florence SC 09/2023 Present
  • 04/2018 → 09/2023
    St Louis, MO
  • 09/2015 → 03/2018
    Mcleod Health
    Florence, SC
  • 09/2023 → Present
    Florence, SC
Previous Registrations
  • 2018-07-23 → 2023-09-25
    Florence, SC
    St Louis, MO
    Florence, SC
    Florence, SC
Other Businesses

ENSEMBLE WEALTH PLANNING LLC POSITION: Officer NATURE: Creating LLC so that we can do a k1 INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2025 ADDRESS: Florence, SC 29501 DESCRIPTION: officer FIRST PRESBYTERIAN CHURCH CHILD DEVELOPMENT CENTER POSITION: board member NATURE: board member on daycare board INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 700 Parke Ave Florence SC 29501, United States DESCRIPTION: assist in decision making on the programs of daycare and well being ALL SAINTS EPISCOPAL DAY SCHOOL POSITION: Treasurer & Board Member NATURE: i will be serving as a board member for the school. volunteer position INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2025 ADDRESS: Florence, SC 29501, United States DESCRIPTION: I will be treasurer and responsible for reporting on the budget each month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-20
  • S66 Uniform Combined State Law Examination
    2018-07-20
Other Names
  • Caroline Willis Jones

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