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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2016-09-09 |
| TX | RA | APPROVED | 2016-09-09 |
Branch Locations
5005 Maryland Way Ste 125, Brentwood, TN 37027 • United States
Brentwood, TN • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Nashville | TN | 08/2010 | 09/2016 |
| Wells Fargo Advisors, Llc | Brentwood | TN | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Brentwood | TN | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; GULF SHORES, AL; OWNER; CONDO; START: 3/1/09; 4 HRS/MO; 0 DURING TRADING.| RENTAL PROPERTY; INV RELATED; GULF SHORES, AL; OWNER; CONDO; START: 3/1/09; 4 HRS/MO; 0 DURING TRADING.| LIGHTHOUSE CONDO ASSOCIATION; NOT INVESTMENT RELATED; GULF SHORES, AL; VICE PRESIDENT; START DATE 09/01/2024; 5 HOURS PER MONTH / 0 DURING TRADING HOURS.| QUANTUM INVESTMENT PARTNERS, LLC ; INV RELATED;BRENTWOOD,TN; FINANCIAL PLANNING / INVESTMENT ADVICE;100% OWNERSHIP; START DATE: 09/04/2026; 200 HRS PER MONTH; 0 HRS DURING TRADING; JAMESON FAMILY TRUST; INV RELATED;BRENTWOOD,TN; TRUSTEE- TANGIBLE PROPERTY; TRUSTEE/CO-TRUSTEE; START DATE: 05/21/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-30 |
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