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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-24 |
Branch Locations
2601 Network Blvd, Suite 101, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jc Data Solutions | Hurst | TX | 05/2017 | 08/2017 |
| Ifratelli Pizza | Euless | TX | 06/2018 | 06/2020 |
| Hilltop Securities Inc. | Dallas | TX | 06/2020 | 08/2020 |
| Hilltop Securities Inc. | Dallas | TX | 01/2021 | 03/2022 |
| Full-Time Education | Lubbock | TX | 09/2016 | 05/2017 |
| Full-Time Education | Lubbock | TX | 08/2017 | 05/2018 |
| Full Time Education | Lubbock | TX | 08/2020 | 12/2020 |
| Unemployed | Grapevine | TX | 03/2022 | 02/2023 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 02/2023 | 11/2023 |
| Sagespring Wealth Partners | Frisco | TX | 07/2024 | Present |
| Unemployed | Grapevine | TX | 11/2023 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-11 |
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