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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 | 2019-06-03 |
| NE | RA | APPROVED | 2016-12-21 |
Branch Locations
15808 West Dodge Road Suite 103, Omaha, NE 68118 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Omaha | NE | 10/2015 | 11/2024 |
| Raymond James Financial Services Advisors Inc. | Omaha | NE | 11/2015 | 03/2017 |
| Uber/Lyft | Omaha | NE | 06/2018 | 06/2019 |
| Sagespring Wealth Partners | Omaha | NE | 08/2015 | Present |
Name of Business: Various insurance companies Address: 15808 West Dodge Road Suite 103, Omaha, NE, 68118, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/14/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assist clients with non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-05 |
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