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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-15 |
| NJ | RA | APPROVED | 2026-06-12 |
| TX | RA | APPROVED | 2026-06-12 |
Branch Locations
2650 North Military Trail Suite 150, Boca Raton, FL 33431 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
106 Allen Rd Suite 206, Basking Ridge, NJ 07920 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Short Hills | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Short Hills | NJ | 11/2016 | 06/2026 |
| &Partners | Nashville | TN | 06/2026 | Present |
CO-TRUSTEE FOR FATHERS TRUST (6 TRUSTS), SHORT HILLS, NJ, START: 12/2014, 1 HOUR PER MONTH/1 DURING TRADING.; CO-TRUSTEE FOR BROTHER-IN-LAW, INV RELATED, SEA BRIGHT, NJ, START: 1/1/2022, 1 HR/MONTH, 0 HRS DURING TRADING.; CO-TRUSTEE FOR NEPHEW'S DAUGHTER, INV RELATED, RANDOLPH, NJ, START: 8/1/2022, 1 HR/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-24 |
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