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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 | 2024-08-07 |
| TN | RA | APPROVED | 2020-05-15 |
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 |
|---|---|---|---|---|
| Southwestern Advantage | Nashville | TN | 05/2013 | 10/2017 |
| Southwestern Advantage | Nashville | TN | 10/2017 | 10/2018 |
| Southwestern Advantage | Nashville | TN | 10/2018 | 10/2019 |
| Raymond James Financial Services, Inc. | Brentwood | TN | 02/2020 | 11/2024 |
| Sagespring Wealth Partners | Franklin | TN | 01/2020 | Present |
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: 6/23/2021 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 2 Description of duties: Assist clients with non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-08 |
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