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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-16 |
| AL | RA | APPROVED | 2022-04-01 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
1 Metroplex Drive Suite 180, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Birmingham | AL | 06/2016 | 10/2016 |
| The Neighborhood Brew | Birmingham | AL | 09/2016 | 12/2016 |
| University Of Alabama | Tuscaloosa | AL | 01/2013 | 12/2016 |
| Raymond James Financial Services, Inc. | Brentwood | TN | 05/2017 | 11/2020 |
| Sagespring Wealth Partners | Brentwood | TN | 01/2017 | 11/2020 |
| Oneascent Wealth Management | Birmingham | AL | 01/2021 | 02/2022 |
| Raymond James Financial Services, Inc. | Homewood | AL | 03/2022 | 12/2024 |
| Sagespring Wealth Partners | Birmingham | AL | 03/2022 | Present |
Name of Business: Various insurance companies Address: 1 Metroplex Drive, Suite 180, Birmingham, AL, 35209, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/2022 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 | 2017-05-09 |
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