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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-17 |
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
865 Balch Avenue, Winter Park, FL 32789 • United States
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 |
|---|---|---|---|---|
| Cnl Securities | Orlando | FL | 08/2012 | 03/2017 |
| Cnl Securities Corp | Orlando | FL | 04/2018 | 11/2020 |
| Unemployed | Orlando | FL | 04/2017 | 03/2018 |
| Raymond James And Associates, Inc. | Winter Park | FL | 11/2020 | 02/2025 |
| Sagespring Wealth Partners Llc | Orlando | FL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-13 |
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