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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

SARAH ANN NAVARRE

Advisor at &PARTNERS

NASHVILLE, TN | Virginia Beach, VA

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:d25ca9d6-d650-5cb4-af77-1fe1931aaf44

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Nov 14, 2005 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: Nov 2, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 2, 2005
First registration: Nov 14, 2005
Dual registered: yes, broker-dealer
Other names: SARAH A PARK|SARAH ANN PARK
IAPD individual key: 4794379

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	May 10, 2024	n/a	yes	NASHVILLE, TN\|Virginia Beach, VA\|NASHVILLE, TN	Current employment
WELLS FARGO ADVISORS	Wirehouse	May 28, 2014	May 20, 2024	no	RENO, NV\|NORFOLK, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 30, 2010	May 2, 2013	no	NORFOLK, VA\|NORFOLK, VA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 6, 2010	no	Destin, FL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	DESTIN, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	Feb 3, 2006	Apr 2, 2007	no	PENSACOLA, FL\|DESTIN, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Nov 14, 2005	Feb 23, 2006	no	DESTIN, FL\|DESTIN, FL	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	May 20, 2024	May 10, 2024	-10	Firm change	Wirehouse to RIA
MORGAN STANLEY	WELLS FARGO ADVISORS	Oct 6, 2010	Sep 30, 2010	-6	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other
UBS FINANCIAL SERVICES INC.	MORGAN STANLEY DW INC.	Feb 23, 2006	Feb 3, 2006	-20	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
19616:3767:VA:2024-05-15	May 20, 2024	May 10, 2024	NORFOLK, VA	Firm change

Relationships

Registered with (6)

→ &PARTNERSRegistered adviserregistration: current employment
May 10, 2024 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 28, 2014 to May 20, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Oct 6, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Feb 3, 2006 to Apr 2, 2007factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Nov 14, 2005 to Feb 23, 2006factForm ADV

Dated events

Occurred
May 20, 2024
Advisor changed firm
Sarah Ann Navarre left Wells Fargo Advisors for &Partners (registered 2024-05-10)
Form ADVobserved 5 days ago