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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-01 |
| TN | RA | APPROVED | 2023-12-13 |
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 |
|---|---|---|---|---|
| Sagespring Wealth Partners | Franklin | TN | 07/2023 | Present |
| Unemployed | West Lafayette | IN | 04/2023 | 07/2023 |
| The Tap | West Lafayette | IN | 01/2023 | 04/2023 |
| Unemployed | West Lafayette | IN | 10/2022 | 01/2023 |
| Copper Moon Coffee | West Lafayette | IN | 09/2021 | 10/2022 |
| Sagespring Wealth Partners | Brentwood | TN | 05/2021 | 06/2021 |
| Unemployed | Indianapolis | IN | 06/2021 | 08/2021 |
| France A. Cordova Recreational Sports Center | West Lafayette | IN | 11/2019 | 08/2021 |
| Raising Cane's Chicken Fingers | West Lafayette | IN | 08/2021 | 09/2021 |
| Ernst & Young | Indianapolis | IN | 06/2022 | 08/2022 |
| The Purdue Exponent | West Lafayette | IN | 08/2020 | 01/2021 |
| Fedex Ground | Zionsville | IN | 05/2020 | 08/2020 |
| Fedex Ground | Zionsville | IN | 12/2020 | 01/2021 |
| Louie's Tux Shop | Indianapolis | IN | 01/2019 | 08/2019 |
| Herron High Schoo | Indianapolis | IN | 08/2013 | 01/2019 |
| Baskin Robbins | Indianapolis | IN | 05/2023 | 06/2023 |
| Raymond James Financial Services, Inc. | Brentwood | TN | 07/2023 | 11/2024 |
Name of Business: Various insurance companies Address: 701 Cool Springs Blvd., Suite 500, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: February 24th, 2024. Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 2 Description of duties: Assist clients with non-variable insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-07 |
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