Tonya R Walsworth

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 10/2016
  Morgan Stanley
  Dallas, TX
• 10/2016 → 11/2018
  Morgan Stanley
  Atlanta, GA
• 02/2019 → 04/2022
  Wells Fargo Clearing Services Llc
  Tyler, TX
• 04/2022 → 06/2024
  Wells Fargo Advisors Financial Network, Llc
  Tyler, TX
• 06/2024 → Present
  &Partners, Llc
  Nashville, TN

Previous Registrations

• 2022-04-22 → 2024-07-08
  Wells Fargo Advisors Financial Network, Llc
  Tyler, TX
• 2019-02-28 → 2022-04-25
  Wells Fargo Clearing Services, Llc
  Tyler, TX
• 2009-06-01 → 2018-12-03
  Morgan Stanley
  Dallas, TX
  Tulsa, OK
  Dallas, TX
  Dallas, TX
  Atlanta, GA
• 2007-11-19 → 2009-06-01
  Citigroup Global Markets Inc.
  Dallas, TX
• 2007-10-23 → 2007-11-13
  Morgan Stanley & Co. Llc
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2007-10-15
• S63 Uniform Securities Agent State Law Examination
  2001-01-26

Other Names

• Tonya R Walsworth
• Tonya Walsworth Jones
• Tonya Jones
• Tonya Mccullough
• Tonya Walsworth Mccullough
• Tonya Walsworth