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Current Employers
&Partners

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

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2026-08-11
TX RA APPROVED 2026-07-30
  • MS RA
    APPROVED
    Since 2026-08-11
  • TX RA
    APPROVED
    Since 2026-07-30

Branch Locations

1425 4Th Street, Meridian, MS 39301 • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-07-01
S63 Uniform Securities Agent State Law Examination 1986-11-26
  • S65 Uniform Investment Adviser Law Examination
    1994-07-01
  • S63 Uniform Securities Agent State Law Examination
    1986-11-26
Other Names
  • M Wade Sims
  • Marvin Wade Jr Sims
  • Marvin Wade Sims
  • Wade Sims
  • Marvin Sims
  • M Wade Sims

View on SEC IAPD

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