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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-23 |
| TN | RA | APPROVED | 2017-03-23 |
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 | Franklin | TN | 09/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Franklin | TN | 09/2012 | 12/2018 |
| Southwestern Investment Group | Franklin | TN | 10/2013 | 10/2022 |
| Southwestern Investment Advisory Services | Franklin | TN | 02/2018 | 10/2022 |
| Sagespring Wealth Partners | Franklin | TN | 11/2022 | Present |
| Dobyns Wealth Team | Franklin | TN | 12/2021 | Present |
(1) Name of Business: Dobyns Wealth Team Address: Corporate Centre 5, Franklin, TN, 37067, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/09/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client Operations (2) Name of Business: SageSpring Wealth Partners Address: Corporate Centre 5, Franklin, TN, 37067, United States Activity Type: Independent RIA Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client Service and Sales Support
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-03-30 |
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