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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 | 2018-02-01 |
| TN | RA | APPROVED | 2016-10-10 |
Branch Locations
701 Cool Springs Blvd. Suite 500, Franklin, TN 37067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Nashville | TN | 04/2016 | 11/2024 |
| Raymond James Financial Services Advisors Inc. | Nashville | TN | 06/2016 | 12/2016 |
| Sagespring Wealth Partners Llc | Franklin | TN | 03/2016 | Present |
| M&A Securities Group | Kansas City | MO | 05/2026 | Present |
1)Name of Business: Vanbridge Address: 701 Cool Springs Blvd., Ste 500, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/13/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: life insurance sales 2) 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: Other 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-28 |
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