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&Partners CRD 3767
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-03 |
Branch Locations
110 Oakwood Drive Suite 470, Winston Salem, NC 27103 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Winston Salem | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Winston Salem | NC | 11/2016 | 10/2022 |
| Wells Fargo Advisors Financial Network, Llc | Winston Salem | NC | 10/2022 | 04/2025 |
| &Partners | Nashville | TN | 04/2025 | Present |
FUN TIME CRAFTS POSITION: Crafter NATURE: Participating in craft festival INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2025 ADDRESS: Danbury, NC 27016, United States DESCRIPTION: Selling handmade crafts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-21 |
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