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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-10-01 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Franklin | TN | 07/2020 | Present |
| Southwestern Investment Group | Franklin | TN | 05/2019 | 11/2022 |
| Brentwood Baptist Church | Brentwood | TN | 05/2018 | 08/2018 |
| Lumefficient Lighting Co. | Franklin | TN | 05/2018 | 07/2018 |
| Brentwood Baptist Church | Brentwood | TN | 05/2017 | 08/2017 |
| University Of Tennessee | Knoxville | TN | 08/2016 | 05/2020 |
| Southwestern Investment Advisory Services | Franklin | TN | 10/2020 | 11/2022 |
| Southwestern Investment Group | Franklin | TN | 10/2020 | 11/2022 |
| Wedell Wealth Team | Franklin | TN | 12/2021 | 10/2023 |
| Sagespring Wealth Partners | Franklin | TN | 11/2022 | Present |
1) Name of Business: SageSpring Wealth Partners Address: Corporate Centre 5, Franklin, TN, 37067, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Planner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-27 |
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