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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 | 2023-03-23 |
| TN | RA | APPROVED | 2019-08-28 |
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 |
|---|---|---|---|---|
| Health Stream | Nashville | TN | 06/2016 | 03/2018 |
| High Street Development Group, Llc | Nashville | TN | 06/2018 | 05/2022 |
| Raymond James Financial Services, Inc. | Franklin | TN | 05/2019 | 11/2024 |
| Sagespring Wealth Partners Llc | Franklin | TN | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-04 |
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