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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-10 |
| TX | RA | APPROVED_RES | 2024-05-10 |
Branch Locations
10 Miller Rd, Sumter, SC 29150 • United States
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • 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 | Sumter | SC | 05/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sumter | SC | 11/2016 | 05/2024 |
| &Partners, Llc | Nashville | TN | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-29 |
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