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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-10-05 |
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 | 06/2013 | 12/2024 |
| Raymond James Financial Services Advisors, Inc. | Frisco | TX | 06/2013 | 12/2016 |
| Sagespring Wealth Partners | Frisco | TX | 05/2013 | 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: 01/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: life insurance and LTC policies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-03 |
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