Dorothi Leigh Brown

Employer firm

Sagespring Wealth Partners CRD 283515

$8.49B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 05/2017
  Td Ameritrade
  Bellevue, NE
• 06/2017 → 09/2017
  Unemployed
  Murfreesboro, TN
• 09/2017 → 11/2021
  Ameriprise Financial Services Inc.
  Murfreesboro, TN
• 12/2021 → Present
  Raymond James Financial Services, Inc
  Franklin, TN
• 12/2021 → Present
  Raymond James Financial Services Advisors, Inc
  Franklin, TN
• 12/2021 → Present
  Southwestern Investment Advisory Services
  Franklin, TN
• 04/2022 → Present
  Lighthouse Wealth Team
  Franklin, TN
• 12/2021 → Present
  Sagespring Wealth Partners
  Franklin, TN
• 12/2021 → Present
  Sagespring Wealth Partners
  Franklin, TN

Previous Registrations

• 2019-07-12 → 2021-11-19
  Ameriprise Financial Services, Llc
  Murfreesboro, TN

Other Businesses

(1) Name of Business: Lighthouse Wealth Team Address: Corporate Centre 5, Franklin, TN, 37067, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/13/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Branch Associate (2) Name of Business: SageSpring Wealth Partners Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/28/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Branch Associate (3) Name of Business: SageSpring Wealth Partners Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 12/28/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Branch Associate (4) Name of Business: Southwestern Investment Advisory Services Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 12/28/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Branch Associate

Exams

• S66 Uniform Combined State Law Examination
  2019-05-21
• S63 Uniform Securities Agent State Law Examination
  2008-09-08

Other Names

• Dorothi Leigh Morris
• Dorothi L Brown