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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Franklin | TN | 09/2019 | Present |
| Montgomery & Associates, Llc | Franklin | TN | 06/2015 | 07/2019 |
| Student | Franklin | TN | 06/2014 | 06/2018 |
| Southwestern Investment Advisory Services, Inc. | Columbia | TN | 09/2019 | 08/2020 |
| Allen-Swatzell Wealth Team | Columbia | TN | 12/2021 | Present |
| Southwestern Investment Group | Columbia | TN | 09/2021 | 09/2024 |
| Southwestern Investment Advisory Services | Columbia | TN | 09/2021 | Present |
| Sagespring Wealth Partners | Columbia | TN | 11/2022 | Present |
| Swatzell Wealth Team | Columbia | TN | 12/2021 | Present |
(1)Name of Business: SageSpring Wealth Partners Address: 816 S Main St, Columbia, TN, 38401-3308, United States Activity Type: Independent RIA Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Admin (2)Name of Business: Swatzell Wealth Team Address: 816 S Main Street, Columbia, TN, 38401, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/09/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Admin
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-04 |
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