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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
865 Balch Avenue, Winter Park, FL 32789 • 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 Llc | Winter Park | FL | 08/2025 | Present |
| Christ Church Episcopal School | Greenville | SC | 08/2024 | 07/2025 |
| The First Academy | Orlando | FL | 08/2022 | 07/2024 |
| Franklin Road Academy | Nashville | TN | 08/2020 | 07/2022 |
| Trinity Controls, Llc | Montgomery | AL | 08/2019 | 01/2020 |
| Eagle Rock Retreat Center | Tallassee | TN | 05/2017 | 07/2019 |
| Auburn University | Auburn | AL | 08/2012 | 05/2017 |
| Soccer Shots | Nashville | TN | 01/2020 | 03/2020 |
| Starbucks | Hendersonville | TN | 04/2020 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
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