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Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-16
CT RA APPROVED 2026-07-10
NY RA APPROVED 2026-07-10
TX RA APPROVED 2026-07-10
  • FL RA
    APPROVED
    Since 2026-07-16
  • CT RA
    APPROVED
    Since 2026-07-10
  • NY RA
    APPROVED
    Since 2026-07-10
  • TX RA
    APPROVED
    Since 2026-07-10

Branch Locations

4 Tower Place First Floor, Albany , NY 12203 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

Cornwall Bridge , CT • United States

Vero Beach, FL • 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
Wells Fargo Advisors Llc Westport CT 03/2010 11/2016
Wells Fargo Clearing Services, Llc Westport CT 11/2016 07/2026
&Partners Nashville TN 07/2026 Present
Previous Registrations
Other Businesses

ESTATE OF FATHER; INV RELATED; NYC, NY; CO-EXECUTOR; START DATE 03/15/2025; 5 HOURS PER MONTH; 0 HOURS DURING TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-04
S63 Uniform Securities Agent State Law Examination 1986-11-05
  • S66 Uniform Combined State Law Examination
    2006-01-04
  • S63 Uniform Securities Agent State Law Examination
    1986-11-05
Other Names
  • Joanne Karen Silbert

View on SEC IAPD

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