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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-17 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Midland | MI | 06/1998 | 09/2018 |
| Sage Wealth Planning Llc | Elk Rapids | MI | 01/2019 | 11/2023 |
| Sage Consulting Of Northern Michigan | Rapid City | MI | 12/2018 | 11/2023 |
| &Partners | Nashville | TN | 11/2023 | Present |
TRUE NORTH TRIO, LLC POSITION: member NATURE: The LLC exists only to hold this rental property Golf Condo Address is located in Kewadin, MI 49648. I am one of 3 members. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: Sylvania, OH 43560, United States DESCRIPTION: We have a triple net lease with the golf course thus no operational duties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-20 |
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