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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-06 |
| TX | RA | APPROVED | 2017-02-13 |
Branch Locations
801 Crescent Centre Drive Suite 600, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Franklin | TN | 04/2002 | 12/2024 |
| Raymond James Financial Services Advisors, Inc | Franklin | TN | 01/2009 | 03/2017 |
| Southwestern Corp. | Franklin | TN | 09/2010 | 12/2020 |
| Southwestern Legacy | Franklin | TN | 08/2009 | 11/2021 |
| Sagespring Wealth Partners | Franklin | TN | 03/2017 | Present |
| Southwestern Medicare Inc. | Franklin | TN | 03/2019 | 02/2020 |
| Dobyns Mcmillin Wealth Team | Franklin | TN | 01/2009 | Present |
| M&A Securities Group | Franklin | TN | 10/2025 | Present |
(1)Name of Business: SageSpring Wealth Partners; Address: 701 Cool Springs Blvd. Ste 500, Franklin, TN, 37067, United States Activity Type: Support Company - Non Owner Position/Title: Financial Advisor Investment Related: Yes Start Date: 01/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial advisor (2)Name of Business: Indian Creek Hunting & Timber Club Address: 622 Indian Creek Road, Nashville, TN, 37027, United States Activity Type: Personal/Private Investment Position/Title: Other Investment Related: Yes Start Date: 09/04/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investor - 5 men purchasing a farm to hunt on (3)Name of Business: Perimeter Hill Partners Address: 524 Beech Creek Road South, Brentwood, TN, 37027, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 09/30/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Vanbridge Address: 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067-7202, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/16/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Outside insurance business written through Vanbridge (Nathan Mueting) (5)Name of Business: Men of Valor Address: 504 Valor Way, Antioch, TN 37013 Activity Type: Non-Profit/Charity Position/Title: Chairman of the Board Investment Related: No Start Date: 05/11/2010 Hours per month devoted to this business: 5 to 10 Hours per month devoted to this business during trading hours: 5-10 Description of duties: Member of the board (6)Name of Business: Send Musicians to Prison Address: 2905 Armory Drive, Suite A, Nashville, TN 37204 Activity Type: Non-Profit/Charity Position/Title: Board Member Investment Related: No Start Date: 2021 Hours per month devoted to this business: 1 - 4 Hours per month devoted to this business during trading hours: 1-4 Description of duties: Board Member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-04-08 |
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