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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-03 |
| TN | RA | APPROVED | 2016-09-28 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Franklin | TN | 01/2005 | 11/2024 |
| Raymond James Financial Services Advisors, Inc | Franklin | TN | 01/2009 | 03/2017 |
| Sagespring Wealth Partners | Franklin | TN | 11/2004 | Present |
(1) Name of Business: 336 LLC Address: 2024 Parker Hollow LN, Nolensville, TN, 37135, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 08/30/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Deering; Ferguson Address: 2024 Parker Hollow Ln, Nolensville, TN, 37135, United States Activity Type: Control Person Position/Title: Trustee (Named Only) Investment Related: Yes Start Date: 04/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: trustee (3) Name of Business: DWT Tax LLC ("DWT Tax"), an affiliate of SageSpring Wealth Partners through common control. Address: 801 Crescent Centre Drive, Suite 600, Franklin, TN 37067, United States. Position: Manager. Activity Type: Tax and consulting services are provided to clients of DWT Tax, which includes clients of SageSpring Wealth Partners. Clients will not be charged for the services of DWT Tax. Instead, SageSpring Wealth Partners will reimburse DWT Tax for the approximate total of DWT Tax's costs and expenses for providing tax and consulting services to clients of SageSpring Wealth Partners. Clients are not obligated, contractually or otherwise, to use these services as a tax consultant. Any activity by an individual employed by DWT Tax in providing tax and consulting services is separate and distinct and outside of such individual's role with SageSpring Wealth Partners. Start date: February 2025; Approx # of hours/month: 5-10 hours/mo. during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-03 |
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