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Advisor at &PARTNERS
Clayton, MO | Austin , TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| &partners | Independent wealth | Nov 3, 2025 | n/a | yes | Austin , TX|Clayton, MO | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 6, 2021 | Nov 5, 2025 | no | BEE CAVE, TX | Previous registration |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | National bd RIA | Dec 5, 2016 | Jul 9, 2021 | no | AUSTIN, TX | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Feb 13, 2013 | Dec 16, 2016 | no | AUSTIN, TX | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Jan 21, 2003 | Feb 13, 2013 | no | AUSTIN, TX|AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | Nov 5, 2025 | Nov 3, 2025 | -2 | Firm change | Wirehouse to RIA |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | WELLS FARGO ADVISORS | Jul 9, 2021 | Jul 6, 2021 | -3 | Firm change | Ibd to wirehouse |
| RAYMOND JAMES & ASSOCIATES, INC. | STIFEL, NICOLAUS & COMPANY, INCORPORATED | Dec 16, 2016 | Dec 5, 2016 | -11 | Firm change | Ibd to ibd |
| MORGAN KEEGAN & COMPANY, LLC | RAYMOND JAMES & ASSOCIATES, INC. | Feb 13, 2013 | Feb 13, 2013 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:3767:TX:2025-11-05 | Nov 5, 2025 | Nov 3, 2025 | BEE CAVE, TX | Firm change |
| 793:19616:TX:2021-07-09 | Jul 9, 2021 | Jul 6, 2021 | AUSTIN, TX | Firm change |
| 705:793:TX:2016-12-06 | Dec 16, 2016 | Dec 5, 2016 | AUSTIN, TX | Firm change |