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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-29 |
Branch Locations
2601 Network Blvd Suite 101, Frisco, TX 75034 • United States
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. | Frisco | TX | 11/2006 | 12/2024 |
| Raymond James Financial Services Advisors, Inc | Frisco | TX | 01/2009 | 12/2016 |
| Sagespring Wealth Partners | Frisco | TX | 10/2006 | Present |
Name of Business: Various insurance companies Address: 2601 Network Blvd, Ste 101, Frisco, TX, 75034, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/26/2009 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 clients with non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-22 |
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