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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 |
| NE | RA | APPROVED | 2020-10-07 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
15808 West Dodge Rd Suite 103, Omaha, NE 68118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Mississippi | Oxford | MS | 01/2014 | 05/2018 |
| Eagle Distributing | Fremont | NE | 05/2015 | 10/2019 |
| Raymond James Financial Services, Inc | Omaha | NE | 01/2020 | 11/2024 |
| Sagespring Wealth Partners | Omaha | NE | 12/2019 | Present |
Name of Business: Various insurance companies Address: 15808 West Dodge Road, Omaha, NE, 68118, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Helping Clients make objective decisions regarding term life coverage and helping them navigate and select the most efficient options
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-11 |
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