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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
2601 Network Blvd., Suite 101, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Dallas | TX | 04/2012 | 03/2017 |
| Sagespring Wealth Partners Llc | Frisco | TX | 05/2026 | Present |
| Unemployed | Addison | TX | 09/2025 | 04/2026 |
| Wedbush Securities Inc. | Dallas | TX | 04/2017 | 05/2017 |
| Raymond James Financial Services, Inc. | Flower Mound | TX | 05/2017 | 03/2018 |
| Raymond James Financial Services Advisors, Inc | Flower Mound | TX | 06/2017 | 03/2018 |
| Raa | Addison | TX | 02/2018 | 06/2018 |
| Bokf, Na | Dallas | TX | 07/2018 | 01/2019 |
| Bok Financial Securities, Inc. | Dallas | TX | 07/2018 | 01/2019 |
| Comerica Securities Inc. | Dallas | TX | 01/2019 | 11/2023 |
| Ameriprise Financial Services, Llc | Dallas | TX | 11/2023 | 11/2024 |
| Stifel | Frisco | TX | 11/2024 | 02/2025 |
| Stifel, Nicolaus & Company, Incorporated | Frisco | TX | 11/2024 | 02/2025 |
| Mml Investors Services, Llc | Dallas | TX | 06/2025 | 08/2025 |
| Massmutual Life Insurance Co | Dallas | TX | 06/2025 | 08/2025 |
| Unemployed | Addison | TX | 02/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-13 |
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