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Robert James Facio

Sagespring Wealth Partners

Franklin, TN

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Current Employers
Sagespring Wealth Partners

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-11
TN RA APPROVED 2023-12-20
  • TX RA
    APPROVED_RES
    Since 2026-08-11
  • TN RA
    APPROVED
    Since 2023-12-20

Branch Locations

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P.MOrgan Securities Llc New York NY 09/2018 02/2021
Jpmorgan Chase Bank, N.A. New York NY 02/2018 09/2018
The French Quarters Guest Apartments New York NY 03/2017 01/2018
Unemployed New York NY 02/2017 03/2017
St. Tammany Parish Public School System Slidell LA 08/2013 02/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 12/2022 11/2023
Jpmorgan Chase Bank, N.A. New York NY 02/2021 12/2022
Lululemon Usa Inc New York NY 04/2017 07/2017
Bank Of America N.A. Brentwood TN 01/2023 11/2023
Raymond James Financial Services, Inc. Brentwood TN 11/2023 11/2024
Sagespring Wealth Partners Franklin TN 11/2023 Present
  • 09/2018 → 02/2021
    J.P.MOrgan Securities Llc
    New York, NY
  • 02/2018 → 09/2018
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 03/2017 → 01/2018
    The French Quarters Guest Apartments
    New York, NY
  • 02/2017 → 03/2017
    Unemployed
    New York, NY
  • 08/2013 → 02/2017
    St. Tammany Parish Public School System
    Slidell, LA
  • 12/2022 → 11/2023
    Brentwood, TN
  • 02/2021 → 12/2022
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 04/2017 → 07/2017
    Lululemon Usa Inc
    New York, NY
  • 01/2023 → 11/2023
    Bank Of America N.A.
    Brentwood, TN
  • 11/2023 → 11/2024
    Raymond James Financial Services, Inc.
    Brentwood, TN
  • 11/2023 → Present
    Franklin, TN
Previous Registrations
Other Businesses

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: 11/6/2023 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 4 Description of duties: Assist clients with non-variable insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-10
S63 Uniform Securities Agent State Law Examination 2019-01-28
  • S66 Uniform Combined State Law Examination
    2023-04-10
  • S63 Uniform Securities Agent State Law Examination
    2019-01-28
Other Names
  • Robert Facio

View on SEC IAPD

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