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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-19 |
| TX | RA | APPROVED | 2025-08-19 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
1 Metroplex Drive Suite 180, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagespring Wealth Partners | Birmingham | AL | 04/2025 | Present |
| Southern Company Services | Birmingham | AL | 05/2022 | 04/2025 |
| Samford University | Homewood | AL | 08/2017 | 05/2022 |
| The Lovett School | Atlanta | GA | 08/2013 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-18 |
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