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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-05 |
| TX | RA | APPROVED | 2016-09-21 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
2601 Network Blvd Suite 101, Frisco, TX 75034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Frisco | TX | 11/2008 | 12/2024 |
| Raymond James Financial Services Advisors, Inc | Frisco | TX | 06/2009 | 03/2018 |
| University Of Dallas | Irving | TX | 01/2012 | 12/2016 |
| Ken Zahn Inc | Tampa | FL | 10/2013 | 12/2016 |
| Financial Planning Association | Dallas | TX | 09/2019 | 05/2023 |
| Sagespring Wealth Partners | Frisco | TX | 10/2008 | Present |
(1)Name of Business: Address: 1027 Vance Street, Raleigh, NC, 27608, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/16/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own 3 residential real estate properties that are rented out. (2)Name of Business: Eaton Co LLC Address: 1027 Vance Street, Raleigh, NC, 27608, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 06/25/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Funding 1/2 down payment. Consult my brother Trevor Nace on property management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-05 |
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