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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-07-26 |
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 Investment Grp | Franklin | TN | 11/2020 | 11/2022 |
| Hickman County School | Centerville | TN | 08/2019 | 05/2020 |
| Williamson County Schools | Franklin | TN | 02/2019 | 07/2019 |
| Waste Tech Services | Franklin | TN | 07/2009 | 01/2019 |
| Unemployed | Franklin | TN | 06/2020 | 11/2020 |
| Raymond James Financial Services, Inc. | Franklin | TN | 11/2020 | Present |
| Sagespring | Franklin | TN | 11/2022 | Present |
| Southwestern Investment Advisory | Franklin | TN | 04/2022 | 11/2022 |
(1)Name of Business: SageSpring Address: 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067-7202, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I'm an assistant to a financial advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-12 |
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