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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-08-11 |
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
1425 4Th Street, Meridian, MS 39301 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
1 disclosure category 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 | Meridian | MS | 12/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Meridian | MS | 11/2016 | 07/2026 |
| &Partners | Nashville | TN | 07/2026 | Present |
FOURTH STREET DEVELOPEMENT LLC POSITION: Partner NATURE: Own a lot with my partners for future office location. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/20/2025 ADDRESS: Meridian, MS 39305, United States DESCRIPTION: Pay 25% of taxes RUSSELL PROPERTIES LLC POSITION: General Partner NATURE: I own family land with my partners. My father, Marvin Wade Sims and I both own 50%, I am a Jr. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/05/2008 ADDRESS: Pensacola, FL 32503 DESCRIPTION: Watch land and manage timberland. MWSJR LLC POSITION: Owner NATURE: I set this up and may use it in the future. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2026 ADDRESS: Meridian, MS 39305 DESCRIPTION: None ROTARY DISTRICT 6820 FOUNDATION POSITION: Board Member NATURE: Allocating the funds to Grants that have been applied for, checking to make sure Grant funds are spent appropriately. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: Louisville, MS 39339 DESCRIPTION: Making sure funds are allocated in accordance to the bylaws and practices of the foundation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-26 |
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