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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-03 |
| TX | RA | APPROVED | 2024-05-03 |
Branch Locations
121 W. Campbell, Arlington Heights, IL 60005 • United States
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • 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 Advisors Llc | Barrington | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Barrington | IL | 11/2016 | 05/2024 |
| &Partners, Llc | Nashville | TN | 05/2024 | Present |
3RD & HEIGHTS, LLC POSITION: Member NATURE: Entity's sole purpose is to hold the real estate 121 W Campbell, Arlington Heights, IL 60005 that we are purchasing as our new advisory office space. Links Private Wealth are the only occupants of the space. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/31/2025 ADDRESS: Glenview, IL 60025, United States DESCRIPTION: Facilitate receiving monthly rent payments from other entity Mission 17 Media and outgoing mortgage payments. MISSION 17 MEDIA, INC. POSITION: President NATURE: Entity will collect our K-1 payments and pay rent to our 3rd & Heights, LLC entity that owns the new office space. We will take business expense deductions for our advisory business against this entity. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/31/2025 ADDRESS: Glenview, IL 60025, United States DESCRIPTION: Facilitate payments for monthly rent and mortgage on office space.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-04 |
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