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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 | 2024-04-09 |
| TN | RA | APPROVED | 2018-12-11 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brentwood | TN | 06/2015 | 11/2018 |
| Raymond James Financial Servces, Inc | Franklin | TN | 11/2018 | 11/2024 |
| Sagespring Wealth Partners | Franklin | TN | 11/2018 | Present |
| Cowboy Charcoal | Nashville | TN | 02/2023 | 07/2023 |
| Dalstrong Inc. | Nashville | TN | 07/2023 | 01/2024 |
| Next Level Chef | Nashville | TN | 09/2023 | 11/2023 |
Name of Business: Various insurance companies Address: 701 Cool Springs Blvd., Suite 500, Franklin, TN 37067, United States; Activity Type: Non-variable Insurance; Position/Title: Other; Investment Related: Yes; Start Date: 02/2017; Hours per month devoted to this business: 2-10; Hours per month devoted to this business during trading hours: 2-10; Description of duties: Assist clients with non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-29 |
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