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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-11-15 |
| TX | RA | APPROVED_RES | 2024-11-08 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
8000 Towers Crescent Dr Suite 230, Vienna, VA 22182 • 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 | Mclean | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | 11/2024 |
| &Partners | Nashville | TN | 11/2024 | Present |
ENTANDEM WEALTH LLC POSITION: Founder NATURE: Practice LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2026 ADDRESS: Vienna, VA 22182, United States DESCRIPTION: Founder - one of three decision makers. UPCHURCH ENTANDEM LLC POSITION: Founder NATURE: Practice LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2026 ADDRESS: Vienna, VA 22182, United States DESCRIPTION: Founder - decision maker.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-24 |
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