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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-27 |
| NE | RA | APPROVED | 2022-08-10 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
15808 West Dodge Rd, Suite 103,, Omaha, NE 68118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Omaha | NE | 04/2021 | 11/2024 |
| First National Bank Of Omaha | Omaha | NE | 06/2017 | 12/2021 |
| First Investment & Planning | Omaha | NE | 03/2021 | 12/2021 |
| Drake University | Des Moines | IA | 01/2015 | 06/2017 |
| Raymond James Financial Services Advisors, Inc. | Omaha | NE | 06/2021 | 04/2022 |
| Matt Atchison Wealth Team | Omaha | NE | 05/2022 | 11/2022 |
| Sagespring Wealth Partners Llc | Omaha | NE | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-27 |
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