Jeff Wayne Whaling

Current Employers

Sagespring Wealth Partners

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-10-01

TX RA
APPROVED

Since 2019-10-01

Branch Locations

227 N Loop 1604 E Suite 160, San Antonio, TX 78232 • United States

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Great American Opp	Helotes	TX	05/1999	06/2019
Raymond James Financial Services, Inc	San Antonio	TX	08/2019	12/2024
Sagespring Wealth Partners	San Antonio	TX	07/2019	Present

05/1999 → 06/2019

Great American Opp

Helotes, TX
08/2019 → 12/2024

Raymond James Financial Services, Inc

San Antonio, TX
07/2019 → Present

Sagespring Wealth Partners

San Antonio, TX

Previous Registrations

2019-09-23 → 2020-06-25

Raymond James Financial Services Advisors, Inc

Frisco, TX

San Antonio, TX

Other Businesses

Name of Business: Various insurance companies Address: 227 N. Loop 1604 E Suite 160, San Antonio, TX, 78232, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/03/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist clients with non-variable insurance

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-20

S66 Uniform Combined State Law Examination

2019-09-20

View on SEC IAPD