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Inactive

Joel Houston Hall

Sagespring Wealth Partners

Winter Park, FL

Franklin, TN

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Current Employers
Sagespring Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-17
TX RA APPROVED 2025-02-03
  • FL RA
    APPROVED
    Since 2025-02-17
  • TX RA
    APPROVED
    Since 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

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
Cnl Securities Corp. Orlando FL 05/2015 09/2018
Raymond James & Associates, Inc. Winter Park FL 06/2023 02/2025
National Christian Foundation Orlando Orlando FL 09/2018 06/2023
Sagespring Wealth Partners Llc Orlando FL 02/2025 Present
  • 05/2015 → 09/2018
    Cnl Securities Corp.
    Orlando, FL
  • 06/2023 → 02/2025
    Raymond James & Associates, Inc.
    Winter Park, FL
  • 09/2018 → 06/2023
    National Christian Foundation Orlando
    Orlando, FL
  • 02/2025 → Present
    Sagespring Wealth Partners Llc
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-29
S63 Uniform Securities Agent State Law Examination 2015-07-24
  • S66 Uniform Combined State Law Examination
    2023-07-29
  • S63 Uniform Securities Agent State Law Examination
    2015-07-24

View on SEC IAPD

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Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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