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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED | 2025-08-19 |
| LA | RA | APPROVED | 2023-03-24 |
| AL | RA | APPROVED | 2020-01-13 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
865 Balch Avenue, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Samford University | Birmingham | AL | 08/2015 | 05/2019 |
| Southwestern Investment Group | Birmingham | AL | 08/2018 | 05/2019 |
| Money Management Concepts | Orlando | FL | 06/2018 | 08/2018 |
| Spectra Contract Flooring | Birmingham | AL | 06/2017 | 08/2017 |
| Raymond James Financial Services, Inc | Birmingham | AL | 09/2018 | 06/2019 |
| Raymond James Financial Services, Inc | Birmingham | AL | 07/2019 | 12/2024 |
| Sagespring Wealth Partners | Winter Park | FL | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-29 |
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