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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-15 |
| TN | RA | APPROVED | 2021-02-24 |
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 |
|---|---|---|---|---|
| Dominos | Brunswick | MD | 05/2019 | 08/2019 |
| Capital Portfolio Management | Timonium | MD | 08/2018 | 05/2019 |
| Potomac Financial Services | Frederick | MD | 05/2018 | 08/2018 |
| Dominos | Towson | MD | 05/2016 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 08/2019 | 09/2019 |
| Lpl Financial, Llc | Fulton | MD | 11/2019 | 02/2021 |
| Wealth Enhancement Group | Plymouth | MN | 12/2019 | 02/2021 |
| Wealth Enhancement Advisory Services, Llc | Fulton | MD | 01/2020 | 02/2021 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 01/2020 | 02/2021 |
| Raymond James Financial Services, Inc. | Franklin | TN | 02/2021 | 11/2024 |
| Sagespring Wealth Partners | Franklin | TN | 02/2021 | Present |
| Doordash | Nashville | TN | 04/2023 | 02/2024 |
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: 08/2019 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 5 Description of duties: Assist clients with non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-14 |
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