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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-07 |
| TN | RA | APPROVED | 2021-12-02 |
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 |
|---|---|---|---|---|
| Alli Ray Boutique | Tuscaloosa | AL | 04/2015 | 01/2017 |
| Dean Of Students Office | Tuscaloosa | AL | 03/2017 | 05/2017 |
| University Of Alabama | Tuscaloosa | AL | 08/2013 | 04/2017 |
| Warren Averett Asset Management | Birmingham | AL | 04/2017 | 11/2021 |
| Raymond James Financial Services, Inc | Brentwood | TN | 03/2022 | 11/2024 |
| Sagespring Wealth Partners | Franklin | TN | 11/2021 | Present |
(1)Name of Business: Stone Builders Group Address: 3101 Annfield Way, Franklin, TN, 37065, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attending annual tax review for the business. (2)Name of Business: Various insurance companies Address: 701 Cool Springs Blvd., Suite 500, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/2022 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 2 Description of duties: Assist clients with non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-31 |
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