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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-22 |
| TN | RA | APPROVED | 2016-09-20 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Franklin | TN | 01/2005 | 11/2024 |
| Raymond James Financial Services Advisors, Inc | Franklin | TN | 01/2009 | 12/2016 |
| Sagespring Wealth Partners | Franklin | TN | 01/2005 | Present |
(1)Name of Business: Address: 3708 Trimble Rd, Nashville, TN, 37215, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/15/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Various insurance companies Address: 701 Cool Springs Blvd., Suite 500, Franklin, TN 37067, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 06/24/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assist client with non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-09 |
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