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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-02-20 |
| TN | RA | APPROVED | 2024-02-05 |
| AL | RA | APPROVED | 2024-01-31 |
| TX | RA | APPROVED | 2024-01-31 |
Branch Locations
555 Marriott Drive Suite 150, Nashville, TN 37214 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Nashville | TN | 06/2005 | 01/2024 |
| Raymond James Financial Services Advisors, Inc | Nashville | TN | 01/2009 | 03/2017 |
| Southwestern Investment Group | Nashville | TN | 03/2010 | 11/2022 |
| Southwestern Investment Advisory Services | Nashville | TN | 09/2020 | 11/2022 |
| Sagespring Wealth Partners | Nashville | TN | 11/2022 | 01/2024 |
| Seven Arrows Llc | Nashville | TN | 11/2023 | Present |
| Steward Partners Investment Solutions, Llc | Nashville | TN | 01/2024 | Present |
| Steward Partners Investment Advisory, Llc | Nashville | TN | 01/2024 | Present |
(1) Name of Business: Address: 10 FINCH RUN., TRACY CITY, TN; Activity Type: Rental Real Estate Position/Title: Investment Related: Yes; Start Date: 03/15/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Aull Wealth Team Address: Nashville, TN, 37214, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/12/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: dba name (3) Name of Business: Seven Arrows LLC Address: 555 Marriott Dr Ste 150, Nashville, TN, 37214-5028, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 11/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: LLC FOR FINANCIAL PLANNING PRACTICE. (4) OBA Type: Real Estate for Rent/Lease; Name of outside activity: 2061 Kidd Road; Nature of business: Lease agreement between Seven Arrows LLC and Luke Aull; Position/Title: Landlord; City/State: Nolesville, TN; Duties/Powers: Landlord, collect rent payments; Start date: 03/01/2025; 1 HR/MO devoted to this activity; 0 HRS/MO during business hours; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-19 |
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