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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
| IA | RA | APPROVED | 2022-09-29 |
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. | Clarinda | IA | 07/2022 | 11/2024 |
| Lindsey Wilson College | Clarinda | IA | 12/2019 | 04/2022 |
| Sagespring Wealth Partners Llc | Clarinda | IA | 05/2021 | 08/2021 |
| Hyvee | Clarinda | IA | 03/2020 | 08/2020 |
| Cooridge Construction | Clarinda | IA | 08/2014 | 08/2020 |
| Hyvee | Clarinda | IA | 05/2019 | 08/2019 |
| Sagespring Wealth Partners | Clarinda | IA | 05/2022 | Present |
1. Cornerstone Bank, non-investment related, 123 E Main St, Clarinda, IA 51632, Community banking, Director on the board, January of 2026, 2 hours per month outside of business hours. Approve policies, hires, and loans. Recommendations come from the bank employees like the president. 2. Various Insurance Companies, 15808 West Dodge Road, Suite 103, Clarinda, IA, 68118, United State, Non-Variable Insurance, Agent, Yes, May 2022, 1 hours, 1 hours, Life insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
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