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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-05-20 |
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 |
|---|---|---|---|---|
| Td Ameritrade | Bellevue | NE | 01/2008 | 05/2017 |
| Unemployed | Murfreesboro | TN | 06/2017 | 09/2017 |
| Ameriprise Financial Services Inc. | Murfreesboro | TN | 09/2017 | 11/2021 |
| 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 | 12/2021 | Present |
| Lighthouse Wealth Team | Franklin | TN | 04/2022 | Present |
| Sagespring Wealth Partners | Franklin | TN | 12/2021 | Present |
| Sagespring Wealth Partners | Franklin | TN | 12/2021 | Present |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-08 |
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