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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-13 |
Branch Locations
2601 Network Blvd, Suite 101, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2021 | 03/2023 |
| Thrivent Adviser Network D/B/A 49 Financial | Dallas | TX | 05/2021 | 03/2023 |
| University Of The Incarnate Word | San Antonio | TX | 01/2021 | 06/2021 |
| University Of Arkansas | Fayetteville | AR | 07/2016 | 07/2019 |
| Missouri State University | Springfield | MO | 08/2019 | 12/2020 |
| Chapwood Investments, Llc. | Plano | TX | 03/2023 | 07/2024 |
| Bv Securities | Plano | TX | 05/2023 | 07/2024 |
| Chapwood Capital Investment Management, Llc | Plano | TX | 01/2024 | 07/2024 |
| Raymond James Financial Services Inc. | Frisco | TX | 08/2024 | Present |
| Sagespring Wealth Partners | Frisco | TX | 08/2024 | Present |
SageSpring Wealth Partners; not investment related; Frisco, TX; DBA/support company; Registered Associate; Started 08/2024; 0hrs/month; 0hrs/month during trading hours; Support Staff
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-01 |
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