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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

JODIE DANIEL

Advisor at &PARTNERS

Winston Salem, NC | Clayton, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ab1c8e01-c8b1-5b90-0426-485bb182750f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 8, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: &PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 1, 2011
First registration: Feb 8, 2012
Dual registered: yes, broker-dealer
Other names: JODIE NICHELLE SANDERS|JODIE NICHELLE SANDERS|JODIE SANDERS DANIEL
IAPD individual key: 4986216

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
&partners	Independent wealth	Apr 3, 2025	n/a	yes	Clayton, MO\|Winston Salem, NC	Current employment
WELLS FARGO ADVISORS	Wirehouse	Oct 7, 2022	Apr 17, 2025	no	WINSTON-SALEM, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 11, 2014	Oct 7, 2022	no	WINSTON SALEM, NC	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Feb 8, 2012	Jul 7, 2014	no	Winston Salem, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	&partners	Apr 17, 2025	Apr 3, 2025	-14	Firm change	Wirehouse to RIA
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Oct 7, 2022	Oct 7, 2022	0	Channel change	Wirehouse to wirehouse
AMERIPRISE FINANCIAL SERVICES, LLC	WELLS FARGO ADVISORS	Jul 7, 2014	Jul 11, 2014	4	Firm change	Ibd to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
11025:3767:NC:2025-04-17	Apr 17, 2025	Apr 3, 2025	WINSTONSALEM, NC	Firm change
19616:11025:NC:2022-10-07	Oct 7, 2022	Oct 7, 2022	WINSTON SALEM, NC	Firm change

Relationships

Registered with (4)

→ &PARTNERSRegistered adviserregistration: current employment
Apr 3, 2025 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 7, 2022 to Apr 17, 2025factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 11, 2014 to Oct 7, 2022factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Feb 8, 2012 to Jul 7, 2014factForm ADV

Dated events

Occurred
Apr 17, 2025
Advisor changed firm
Jodie Daniel left Wells Fargo Advisors for &Partners (registered 2025-04-03)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab1c8e01-c8b1-5b90-0426-485bb182750f
First observed: Feb 8, 2012
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JODIE DANIEL

Advisor at &PARTNERS

Winston Salem, NC | Clayton, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ab1c8e01-c8b1-5b90-0426-485bb182750f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:48 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

&partners

Independent wealth

Apr 3, 2025

n/a

yes

Clayton, MO|Winston Salem, NC

Current employment

WELLS FARGO ADVISORS

Wirehouse

Oct 7, 2022

Apr 17, 2025

WINSTON-SALEM, NC

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jul 11, 2014

Oct 7, 2022

WINSTON SALEM, NC

Previous registration

AMERIPRISE FINANCIAL SERVICES, LLC

National bd RIA

Feb 8, 2012

Jul 7, 2014

Winston Salem, NC

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

&partners

Apr 17, 2025

Apr 3, 2025

-14

Firm change

Wirehouse to RIA

WELLS FARGO ADVISORS

Oct 7, 2022

Channel change

Wirehouse to wirehouse

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO ADVISORS

Jul 7, 2014

Jul 11, 2014

Firm change

Ibd to wirehouse

Team

Left

Joined

From

Kind

11025:3767:NC:2025-04-17

Apr 17, 2025

Apr 3, 2025

WINSTONSALEM, NC

Firm change

19616:11025:NC:2022-10-07

Oct 7, 2022

WINSTON SALEM, NC

Firm change