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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-28 |
Branch Locations
2601 Network Blvd Suite 101, Frisco, TX 75034 • 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. | Frisco | TX | 10/2015 | 12/2024 |
| Raymond James Financial Services Advisors, Inc. | Frisco | TX | 01/2016 | 12/2016 |
| Sagespring Wealth Partners | Frisco | TX | 10/2015 | Present |
(1)Name of Business: Rhea's Mill Baptist Church Address: 5733 N Custer Rd, McKinney, TX, 75071, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 05/06/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bookkeeping, reconciling, and running financial reports for Misc. Committees. (2)Name of Business: Various insurance companies Address: 2601 Network Blvd., Suite 101, Frisco, TX 75034, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: June 2017 Hours per month devoted to this business: 2-5 Hours per month devoted to this business during trading hours: 2-5 Description of duties: Assisting clients with non-variable life insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-17 |
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