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3326 Aspen Grove Drive Suite 602, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-10-01 |
Branch Locations
3326 Aspen Grove Drive Suite 602, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Franklin | TN | 11/2002 | 10/2024 |
| Raymond James Financial Services Advisors, Inc. | Franklin | TN | 01/2009 | 10/2024 |
| Aspen Grove Asset Management | Franklin | TN | 07/2011 | 10/2024 |
| Agp Franklin, Llc Dba Aspen Grove Asset Management | Franklin | TN | 10/2024 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-29 |
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