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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-04-12 |
| TN | RA | APPROVED | 2024-04-12 |
| TX | RA | APPROVED | 2024-04-12 |
Branch Locations
2550 Meridian Blvd Suite 200, Franklin, TN 37067 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Franklin | TN | 10/2008 | 04/2024 |
| Raymond James Financial Services Advisors, Inc | Franklin | TN | 11/2010 | 03/2017 |
| Lighthouse Wealth Group, Llc | Franklin | TN | 02/2012 | Present |
| Sagespring Wealth Partners/Southwestern Investment Group | Franklin | TN | 01/2008 | 04/2024 |
| Steward Partners Investment Solutions, Llc | Franklin | TN | 04/2024 | Present |
| Steward Partners Investment Advisory, Llc | Franklin | TN | 04/2024 | Present |
(1)Name of Business: Lighthouse Wealth Group Address: 801 Crescent Centre Dr. Ste 600 , Franklin, TN, 37067, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/08/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-13 |
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