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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-16 |
| CT | RA | APPROVED | 2026-07-10 |
| NY | RA | APPROVED | 2026-07-10 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
ESTATE OF FATHER; INV RELATED; NYC, NY; CO-EXECUTOR; START DATE 03/15/2025; 5 HOURS PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-05 |
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