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Current Employers
Sagespring Wealth Partners

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-19
TN RA APPROVED 2021-07-02
  • TX RA
    APPROVED
    Since 2025-11-19
  • TN RA
    APPROVED
    Since 2021-07-02

Branch Locations

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

136 Concord Rd, Knoxville, TN 37934 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rethink Wealth Llc Fort Worth TX 06/2020 04/2021
Newks Eatery Waco TX 06/2019 08/2019
Ikea Frisco TX 06/2018 07/2018
Baylor University Waco TX 08/2016 05/2020
Guardian Life Insurance Company Fort Worth TX 02/2021 04/2021
Park Avenue Securities Fort Worth TX 02/2021 04/2021
Raymond James Financial Services, Inc. Knoxville TN 04/2021 12/2024
Sagespring Wealth Partners Knoxville TN 04/2021 Present
  • 06/2020 → 04/2021
    Rethink Wealth Llc
    Fort Worth, TX
  • 06/2019 → 08/2019
    Newks Eatery
    Waco, TX
  • 06/2018 → 07/2018
    Ikea
    Frisco, TX
  • 08/2016 → 05/2020
    Baylor University
    Waco, TX
  • 02/2021 → 04/2021
    Guardian Life Insurance Company
    Fort Worth, TX
  • 02/2021 → 04/2021
    Park Avenue Securities
    Fort Worth, TX
  • 04/2021 → 12/2024
    Raymond James Financial Services, Inc.
    Knoxville, TN
  • 04/2021 → Present
    Knoxville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-05
  • S66 Uniform Combined State Law Examination
    2021-03-05
Designations

View on SEC IAPD

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