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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-03 |
| AL | RA | APPROVED | 2016-12-20 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
1 Metroplex Drive Suite 180, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Homewood | AL | 03/2015 | 12/2024 |
| Raymond James Financial Services Advisors Inc. | Birmingham | AL | 03/2015 | 12/2016 |
| Sagespring Wealth Parnters | Birmingham | AL | 02/2015 | Present |
(1)Name of Business: Various insurance companies Address: 1 Metroplex Drive, Suite 180, Birmingham, AL, 35209, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/23/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assist clients with non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-09 |
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