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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-22 |
| NE | RA | APPROVED | 2021-11-18 |
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 |
|---|---|---|---|---|
| Omaha Public Schools | Omaha | NE | 08/2017 | Present |
| Skutt Catholic High School | Omaha | NE | 07/2013 | 07/2017 |
| Raymond James Financial Services, Inc. | Omaha | NE | 09/2021 | 11/2024 |
| Iowa Western Community College | Council Bluffs | IA | 08/2020 | 05/2022 |
| Sagespring Wealth Partners | Omaha | NE | 08/2021 | Present |
(1) Name of Business: PC Nola Productions Address: 3123 N 58th St, Omaha, NE, 68104, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2017 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my music business that I run. I teach private saxophone lessons and perform professionally with various bands in the area. (2) Name of Business: Vanbridge Address: 15808 West Dodge Road, Omaha, NE, 68118, United States; Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 10/28/2022; Hours per month devoted to this business: 11-20; Hours per month devoted to this business during trading hours: 11-20 Description of duties: We use Vanbridge as our insurance broker for life, long-term disability, and long-term care.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-12 |
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