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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-03 |
| TN | RA | APPROVED | 2016-10-21 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services | Franklin | TN | 12/2010 | 11/2024 |
| Raymond James Financial Services Advisors Inc. | Franklin | TN | 04/2015 | 12/2016 |
| Sagespring Wealth Partners | Franklin | TN | 03/2015 | Present |
Name of Business: VanBridge Address: 801 Crescent Centre Dr Suite 600, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/08/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I will write insurance business, and VanBridge will facilitate. they are an insurance wholesaler, we refer Term Life, LTC, and LTD cases to them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-06 |
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