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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 | 2019-05-21 |
| TN | RA | APPROVED | 2018-03-29 |
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 | 10/2016 | 11/2024 |
| Sagespring Wealth Partners | Franklin | TN | 07/2016 | Present |
Name of Business: Various insurance companies Address: 701 Cool Springs Blvd., Suite 500, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/28/2022 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 products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-17 |
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