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KB

Kristina L. Britt

&PARTNERS
Meridian, ID
Some features on this profile are disabled
CRD#: 4207256
KB

Professional summary

Kristina Louise Britt, who also goes by Kristi Britt, Kristine Britt, Kristi Pasero, Kristina Louise Pasero, is a registered financial advisor currently at &PARTNERS located in Meridian, Idaho.

Kristina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Kristina has worked at 4 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristi Britt | Kristine Britt | Kristi Pasero | Kristina Louise Pasero

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ARAMARK; NOT INV. RELATED; BOISE,ID; BAR SERVER; START DATE 11/08/2021; NUMBER OF HOURS PER MONTH 20; NUMBER OF HOURS DURING TRADING 0; SERVING DRINKS DURING EVENTS. CONCESSIONS SUPERVISOR POSITION: Concessions Supervisor NATURE: Concessions and bartending INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2021 ADDRESS: 1910 University Dr Boise, ID 83725, United States DESCRIPTION: Concessions and bartending for Boise State and Morrison Center performing Arts

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristina Louise Britt's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Kristina Louise Britt's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 8, 2024 - Present

&PARTNERS

RIA
BD
CRD#: 3767
Meridian, ID
Current

January 8, 2024 - Present

&PARTNERS

Office #1: 40 Burton Hills Blvd Suite 350, Nashville, TN 37215Office #2: 40 Burton Hills Blvd. Suite 350, Nashville, TN 37215
RIA
BD
CRD#: 3767
Nashville, TN
Past

January 3, 2011 - January 23, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BOISE, ID
Past

January 3, 2011 - January 23, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BOISE, ID
Past

January 1, 2002 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
BOISE, ID
Past

October 12, 2001 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
BOISE, ID
Past

December 6, 2000 - October 12, 2001

WELLS FARGO SECURITIES, LLC

BD
CRD#: 7665
SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
&PARTNERS
&PARTNERS
&PARTNERS | 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 | WAVEWOOD PRIVATE WEALTH | VON HELLENS &PARTNERS | VIRIBUS WEALTH MANAGEMENT | UNNERSTALL WEALTH MANAGEMENT | TRIUNE WEALTH MANAGEMENT | TRILLIUM WEALTH | TRIDENT WEALTH MANAGEMENT GROUP | THIRD COAST WEALTH PLANNING | THAMES PRIVATE WEALTH STRATEGIES | TEDERS & QUAKENBUSH WEALTH MANAGEMENT GROUP | SWARTZENTRUBER WEALTH MANAGEMENT | STREAMLINE PRIVATE WEALTH | STILES FINANCIAL | STEELCREST INVESTMENT STRATEGIES | STANFORD WEALTH MANAGEMENT GROUP | STANFORD 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 | PALM SHORES WEALTH | ONE PRIVATE WEALTH | NOBLES GROOMS WEALTH ADVISORS | MERIDIAN | MARSTELLER WEALTH / TEAGLE WEALTH/ COMPTON WEALTH / KLEINSCHUSTER WEALTH MANAGEMENT | MARSTELLER WEALTH | MARNE WEALTH MANAGEMENT | LODGEVIEW WEALTH ADVISORS | LINKS PRIVATE WEALTH | LANG INVESTMENT GROUP | IVY CREST WEALTH MANAGEMENT | INDIGO ADVISORS | HERITAGE LAKE ADVISORS | HELIX PRIVATE WEALTH | HARVEST POINT WEALTH ADVISORS | GUIDENT WEALTH MANAGEMENT | 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 | DAVIDSON WEALTH MANAGEMENT | CRESTVIEW CAPITAL ADVISORS | CREECH SCHWARTZ WEALTH MANAGEMENT | CREECH SCHWARTZ PRIVATE MANAGEMENT GROUP | COTTAGE WEALTH ADVISORS | CORIOLIS WEALTH MANAGEMENT | CENTERCOAST PRIVATE WEALTH | CARVE ADVISORS | CANYON RIVER WEALTH PLANNING | BRIO WEALTH SOLUTIONS - BOBBI BOSTICK | BRIO WEALTH SOLUTIONS | BRIDGEWATER PRIVATE WEALTH | BRIDGEMILL PRIVATE WEALTH | BLACKLOCK WEALTH MANAGEMENT | BASE CAPITAL PARTNERS | ARBOR ROW ADVISORS | ARBOR AVENUE PRIVATE WEALTH | APRICITY ADVISORS | APRICITY ADVISOR | AGAPE WEALTH STRATEGIES | AERIAL WEALTH ADVISORS | 49 NORTH ADVISORS | 1828 CAPITAL | &PARTNERS OSJ AND MARTIN WRIGHT GROUP

CRD#: 3767 / SEC#: 801-37145, 8-3774

RIA
Registered Investment Advisory firm - SEC (10/25/1990 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(10/31/2024)
RR
Alaska
(10/31/2024)
RR
Arizona
(10/31/2024)
RR
Arkansas
(1/8/2024)
RR
California
(10/31/2024)
RR
Colorado
(3/7/2024)
RR
Connecticut
(10/31/2024)
RR
Delaware
(6/14/2024)
RR
District of Columbia
(10/31/2024)
RR
Florida
(6/14/2024)
RR
Georgia
(6/14/2024)
RR
Hawaii
(10/31/2024)
RR
Idaho
(1/8/2024)
IAR
Idaho
(1/8/2024)
RR
Illinois
(6/14/2024)
RR
Indiana
(3/7/2024)
RR
Iowa
(10/31/2024)
RR
Kansas
(6/14/2024)
RR
Kentucky
(10/31/2024)
RR
Louisiana
(10/31/2024)
RR
Maine
(10/31/2024)
RR
Maryland
(6/14/2024)
RR
Massachusetts
(1/8/2024)
RR
Michigan
(3/7/2024)
RR
Minnesota
(6/14/2024)
RR
Mississippi
(10/31/2024)
RR
Missouri
(3/7/2024)
RR
Montana
(10/31/2024)
RR
Nebraska
(10/31/2024)
RR
Nevada
(3/7/2024)
RR
New Hampshire
(10/31/2024)
RR
New Jersey
(6/14/2024)
RR
New Mexico
(3/7/2024)
RR
New York
(6/14/2024)
RR
North Carolina
(6/14/2024)
RR
North Dakota
(10/31/2024)
RR
Ohio
(3/8/2024)
RR
Oklahoma
(10/31/2024)
RR
Oregon
(10/31/2024)
RR
Pennsylvania
(6/14/2024)
RR
Puerto Rico
(11/15/2024)
RR
Rhode Island
(10/31/2024)
RR
South Carolina
(3/7/2024)
RR
South Dakota
(10/31/2024)
RR
Tennessee
(10/31/2024)
RR
Texas
(3/7/2024)
IAR
Texas
(3/7/2024)
RR
Utah
(1/8/2024)
RR
Vermont
(10/31/2024)
RR
Virginia
(6/14/2024)
RR
Washington
(6/14/2024)
RR
West Virginia
(10/31/2024)
RR
Wisconsin
(10/31/2024)
RR
Wyoming
(10/31/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/3/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/12/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/5/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/14/2003
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/26/2003
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

&PARTNERS
&PARTNERS
&PARTNERS | 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 | WAVEWOOD PRIVATE WEALTH | VON HELLENS &PARTNERS | VIRIBUS WEALTH MANAGEMENT | UNNERSTALL WEALTH MANAGEMENT | TRIUNE WEALTH MANAGEMENT | TRILLIUM WEALTH | TRIDENT WEALTH MANAGEMENT GROUP | THIRD COAST WEALTH PLANNING | THAMES PRIVATE WEALTH STRATEGIES | TEDERS & QUAKENBUSH WEALTH MANAGEMENT GROUP | SWARTZENTRUBER WEALTH MANAGEMENT | STREAMLINE PRIVATE WEALTH | STILES FINANCIAL | STEELCREST INVESTMENT STRATEGIES | STANFORD WEALTH MANAGEMENT GROUP | STANFORD 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 | PALM SHORES WEALTH | ONE PRIVATE WEALTH | NOBLES GROOMS WEALTH ADVISORS | MERIDIAN | MARSTELLER WEALTH / TEAGLE WEALTH/ COMPTON WEALTH / KLEINSCHUSTER WEALTH MANAGEMENT | MARSTELLER WEALTH | MARNE WEALTH MANAGEMENT | LODGEVIEW WEALTH ADVISORS | LINKS PRIVATE WEALTH | LANG INVESTMENT GROUP | IVY CREST WEALTH MANAGEMENT | INDIGO ADVISORS | HERITAGE LAKE ADVISORS | HELIX PRIVATE WEALTH | HARVEST POINT WEALTH ADVISORS | GUIDENT WEALTH MANAGEMENT | 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 | DAVIDSON WEALTH MANAGEMENT | CRESTVIEW CAPITAL ADVISORS | CREECH SCHWARTZ WEALTH MANAGEMENT | CREECH SCHWARTZ PRIVATE MANAGEMENT GROUP | COTTAGE WEALTH ADVISORS | CORIOLIS WEALTH MANAGEMENT | CENTERCOAST PRIVATE WEALTH | CARVE ADVISORS | CANYON RIVER WEALTH PLANNING | BRIO WEALTH SOLUTIONS - BOBBI BOSTICK | BRIO WEALTH SOLUTIONS | BRIDGEWATER PRIVATE WEALTH | BRIDGEMILL PRIVATE WEALTH | BLACKLOCK WEALTH MANAGEMENT | BASE CAPITAL PARTNERS | ARBOR ROW ADVISORS | ARBOR AVENUE PRIVATE WEALTH | APRICITY ADVISORS | APRICITY ADVISOR | AGAPE WEALTH STRATEGIES | AERIAL WEALTH ADVISORS | 49 NORTH ADVISORS | 1828 CAPITAL | &PARTNERS OSJ AND MARTIN WRIGHT GROUP

CRD#: 3767 / SEC#: 801-37145, 8-3774

RIA
Registered Investment Advisory firm - SEC (10/25/1990 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information

Main Address
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215
Mailing Address
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215
Phone number
(615) 255-6431
Established
Tennessee since 12/07/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
475

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ADV 12-15-25 (12/15/2025)

Direct owners and executive officers

NamePositionCRD#
AMPERSAND PARTNERS, LLCOWNER
ALEXANDER, JOHN WCO-PRESIDENT2327561
COOPER, CHYRLAN ELIZABETHCOO4160240
IDOL, KALEY PORTERCHIEF COMPLIANCE OFFICER6950052
KOWACH, DAVID JOHNCEO2154665
NELSON, RICHARD SCOTTCFO5014790
SCHALLER, MICHAEL CHRISTOPHERCONTROLLER/FINOP5899085
STEVENS, ALYSON MENCIOCHIEF COMPLIANCE OFFICER - ADVISORY BUSINESS5451096
WILEY III, DAVID WARREN IIICO-PRESIDENT720094

Regulatory assets under management

Total Number of Accounts32,200
AUM (Assets Under Management)$ 14,146,591,395

Disclosures

Regulatory Event6
Arbitration4

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/29/2025
Cover Page
Report
12/29/2023
Cover Page
Report
01/03/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

&PARTNERS

&PARTNERS

CRD#: 3767Meridian, ID

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