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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-06-10 |
| TX | RA | APPROVED_RES | 2024-05-23 |
| CA | RA | APPROVED | 2024-05-22 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
4480 Cox Road Suite 103, Glen Allen, VA 23060 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Richmond | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 05/2024 |
| &Partners, Llc | Nashville | TN | 05/2024 | Present |
GEORGE C MARSHALL FOUNDATION POSITION: Board Members NATURE: Houses library of General George C Marshall. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2022 ADDRESS: Lexington, VA 24450, United States DESCRIPTION: Trustee, Chair of development ST MARY S EPISCAPAL CHURCH POSITION: Investment Committee NATURE: The church has an endowment of about $3,5 mil and account is in ETFs at a local brokerage. There are about 6 individuals and minister who make investment decisions along with the advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2026 ADDRESS: Richmond VA 23238, United States DESCRIPTION: Meetings quarterly to discuss account and investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-30 |
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