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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-24 |
| NE | RA | APPROVED | 2021-03-16 |
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 |
|---|---|---|---|---|
| Creighton University | Omaha | NE | 08/2013 | 05/2017 |
| Ups | Omaha | NE | 12/2016 | 12/2016 |
| Mutual Of Omaha Bank | Omaha | NE | 06/2017 | 09/2018 |
| Carson Group | Omaha | NE | 09/2018 | 12/2020 |
| Raymond James Financial Services, Inc. | Omaha | NE | 01/2021 | 11/2024 |
| Sagespring Wealth Partners | Omaha | NE | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-01 |
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