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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-11 |
| TN | RA | APPROVED | 2023-12-20 |
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-28 |
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