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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-05-15 |
| IA | RA | APPROVED | 2025-05-13 |
| TX | RA | APPROVED | 2025-05-13 |
Branch Locations
15808 W. Dodge Road, Suite 103, Omaha, NE 68118 • United States
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 |
|---|---|---|---|---|
| Sagespring Wealth Partners | Omaha | NE | 01/2025 | Present |
| First National Bank Of Omaha | Omaha | NE | 01/2024 | 12/2024 |
| Beardmore Chevrolet | Bellevue | NE | 05/2021 | 01/2024 |
| Bellevue Public Schools | Bellevue | NE | 05/2015 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-03 |
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