Best Investors Account Sign in
Inactive

Emanuel Marquez Gonzalez

Sagespring Wealth Partners

Franklin, TN

Claim This Profile
Current Employers
Sagespring Wealth Partners

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-03-24
TX RA APPROVED 2016-09-28
  • LA RA
    APPROVED
    Since 2023-03-24
  • TX RA
    APPROVED
    Since 2016-09-28

Branch Locations

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc San Antonio TX 02/2012 Present
Raymond James Financial Services Advisors Inc. San Antonio TX 06/2012 03/2017
Southwestern Investment Group San Antonio TX 07/2012 03/2023
Southwestern Investment Advisory Services San Antonio CA 03/2017 03/2023
Le-Vel New Braunfels TX 03/2018 12/2020
Gonzalez Wealth Team San Antonio TX 12/2021 Present
Manny Gonzalez Wealth Team San Antonio TX 06/2022 Present
Sagespring Wealth Partners San Antonio TX 11/2022 Present
  • 02/2012 → Present
    Raymond James Financial Services, Inc
    San Antonio, TX
  • 06/2012 → 03/2017
    San Antonio, TX
  • 07/2012 → 03/2023
    Southwestern Investment Group
    San Antonio, TX
  • 03/2017 → 03/2023
    Southwestern Investment Advisory Services
    San Antonio, CA
  • 03/2018 → 12/2020
    Le-Vel
    New Braunfels, TX
  • 12/2021 → Present
    Gonzalez Wealth Team
    San Antonio, TX
  • 06/2022 → Present
    Manny Gonzalez Wealth Team
    San Antonio, TX
  • 11/2022 → Present
    San Antonio, TX
Previous Registrations
Other Businesses

(1) Name of Business: Gonzalez Wealth Team Address: 14855 Blanco Rd Ste 203, San Antonio, TX, 78216-7729, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/09/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: The name of my wealth management team under Southwestern Investment Group (2) Name of Business: Manny Gonzalez Wealth Team Address: 14855 Blanco Rd Ste 203, San Antonio, TX, 78216-7729, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: Yes Start Date: 06/22/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: The name of my wealth management team under Southwestern Investment Group (3) Name of Business: SageSpring Wealth Partners Address: 14855 Blanco Rd Ste 203, San Antonio, TX, 78216-7729, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (4) Name of Business: Vanbridge Address: 14855 Blanco Rd Ste 203, San Antonio, TX, 78216-7729, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/30/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: As the agent, my role is to put my client in the best possible carrier based on their insurance needs and health situation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-02
  • S66 Uniform Combined State Law Examination
    2012-06-02
Other Names
  • Manny Gonzalez
  • Emanuel Marquez Gonzalez

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Franklin, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor