&PARTNERS ⚠ Disclosure events ACTIVE IA

Key facts

FINRA firm ID

3767

Firm name

&PARTNERS

Other names / DBAs

&PARTNERS; ZINN WEALTH MANAGEMENT; ZAMBROSKI-POLSON WEALTH ADVISORS; WISEPATH WEALTH MANAGEMENT; WISE & PARTNERS; WILTON SPRINGS FINANCIAL; WILTON SPRINGS; WILLOWSTONE WEALTH MANAGEMENT; WILEY BROS.-AINTREE, LLC; WILEY BROS.-AINTREE CAPITAL, LLC; WILEY BROS.-AINTREE CAPITAL; WILEY BROS. INC.; WILEY BROS. - AINTREE CAPITAL; WEST FINANCIAL GROUP; WAVEWOOD PRIVATE WEALTH; VON HELLENS &PARTNERS; VIRIBUS WEALTH MANAGEMENT; UNNERSTALL WEALTH MANAGEMENT; TUCKAWAY CAPITAL &PARTNERS; TRIUNE WEALTH MANAGEMENT; TRILLIUM WEALTH; TRIDENT WEALTH MANAGEMENT GROUP; THOMPSON WEALTH MANAGEMENT; THIRD COAST WEALTH PLANNING; THE NORTHSHORE GROUP; THE KERRIGAN GROUP; THE JORDANICH GROUP; THE JOHNSON-STRNADEL GROUP; THE DONOHUE GROUP; THAMES PRIVATE WEALTH STRATEGIES; TEDERS & QUAKENBUSH WEALTH MANAGEMENT GROUP; TEAGLE WEALTH; SWARTZENTRUBER WEALTH MANAGEMENT; STREAMLINE PRIVATE WEALTH; STILES FINANCIAL; STEELCREST INVESTMENT STRATEGIES; STANFORD WEALTH MANAGEMENT GROUP; STANFORD WEALTH MANAGEMENT; SJ MARTIN WEALTH MANAGEMENT; SHICK WEALTH MANAGEMENT; SCHMIEDBAUER INVESTMENTS &PARTNERS; ROY, TEDESCHI, SCHMIDT PRIVATE WEALTH; ROOKS&PARTNERS; ROOKS &PARTNERS - INVERNESS, FL; RIVERLINE WEALTH; RIAZZI, RHYNE & SWAIM INVESTMENT GROUP; PRAIRIE HERITAGE FINANCIAL; POWER 5 PALESTINE, TX; POWER 5 FINANCIAL; POWER 5 - TYLER TX; POWER 5 - PALESTINE TX; POWER 5 - OLYMPIA, WA; POWER 5 - OLYMPIA WA; PLAIDSKY ADVISORS; PARSONS FINANCIAL; PARADYM WEALTH MANAGEMENT; PALMETTO FINANCIAL ADVISORS; PALM SHORES WEALTH; ONE PRIVATE WEALTH; NORTH LAKE WEALTH ADVISORS; NOBLES GROOMS WEALTH ADVISORS; MERIDIAN WEALTH MANAGEMENT; MARTIN WRIGHT GROUP; MARSTELLER WEALTH / TEAGLE WEALTH/ COMPTON WEALTH / KLEINSCHUSTER WEALTH MANAGEMENT; MARSTELLER WEALTH; MARNE WEALTH MANAGEMENT; MANNEN FINANCIAL GROUP; M.T. WALDRON ADVISORS; M. BENNETT FINANCIAL GROUP; LUMITAS WEALTH STRATEGIES; LODGEVIEW WEALTH ADVISORS; LINKS PRIVATE WEALTH; LIGHTFOOT FINANCIAL GROUP; LANG INVESTMENT GROUP; KLEINSCHUSTER WEALTH MANAGEMENT; JW WEALTH MANAGEMENT; JOHNSTON WEALTH MANAGEMENT; IVY CREST WEALTH MANAGEMENT; INDIGO ADVISORS; HERITAGE LAKE ADVISORS; HELIX PRIVATE WEALTH; HEARTWOOD FINANCIAL GROUP; HARVEST POINT WEALTH ADVISORS; HAMPTON LANHAM GROUP; GUIDENT WEALTH MANAGEMENT; GOLD KEY PRIVATE WEALTH; GERARDI WEALTH MANAGEMENT; GELLER PRIVATE WEALTH; FOUR CORNERS WEALTH; FORGE POINT ADVISORS; FOCUS CAPITAL PARTNERS PRIVATE WEALTH; FOCUS CAPITAL PARTNERS; FIRST SERVANT WEALTH MANAGEMENT; FIRST KEYSTONE WEALTH MANAGEMENT; ENTANDEM WEALTH ADVISORS; ENSEMBLE WEALTH PLANNING; ELEVISION WEALTH MANAGEMENT; ELEIVA FINANCIAL; DRH WEALTH MANAGEMENT; DELUCA FINANCIAL STRATEGIES; DAVIDSON WEALTH MANAGEMENT; CRESTVIEW CAPITAL ADVISORS; CREECH SCHWARTZ WEALTH MANAGEMENT; CREECH SCHWARTZ PRIVATE MANAGEMENT GROUP; CRAIGER WEALTH MANAGEMENT; COTTAGE WEALTH ADVISORS; CORIOLIS WEALTH MANAGEMENT; COMPTON WEALTH; CIRCLEPOINT FINANCIAL; CENTERCOAST PRIVATE WEALTH; CARVE ADVISORS; CAPONE &PARTNERS; CANYON RIVER WEALTH PLANNING; BROADCLOTH WEALTH; BRIO WEALTH SOLUTIONS - BOBBI BOSTICK; BRIO WEALTH SOLUTIONS; BRIDGEWATER PRIVATE WEALTH; BRIDGEMILL PRIVATE WEALTH; BLACKLOCK WEALTH MANAGEMENT; BASE CAPITAL PARTNERS; ARROWOOD CAPITAL; ARROWHEAD PRIVATE WEALTH; ARBOR ROW ADVISORS; ARBOR AVENUE PRIVATE WEALTH; APRICITY ADVISORS; ALETHEIA CAPITAL GROUP; ALDERSTONE WEALTH MANAGEMENT; AGAPE WEALTH STRATEGIES; AERIAL WEALTH ADVISORS; 49 NORTH ADVISORS; 26EAST PRIVATE WEALTH; 1854 CAPITAL MANAGEMENT; 1828 CAPITAL; &PARTNERS OSJ AND MARTIN WRIGHT GROUP

IA scope

ACTIVE

SEC IA file

801-37145

SEC BD file

8-3774

Branches

229

Disclosure events

YES

HQ

NASHVILLE, TN, 37215, United States

Run KYC screen

Check &PARTNERS across OFAC + UFLPA + CSL + SAM + OIG + DOJ + CFTC + CFPB + courts + Fed + NHTSA + CISA + FINRA ↗