Best Investors Account Sign in
Inactive

Michael John Purifoy

Sagespring Wealth Partners

Franklin, TN

CRD 5067359

Claim This Profile
Employer firm

Sagespring Wealth Partners CRD 283515

$8.49B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Sagespring Wealth Partners

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-03-30
TN RA APPROVED 2016-09-28
  • TX RA
    APPROVED
    Since 2017-03-30
  • TN RA
    APPROVED
    Since 2016-09-28

Branch Locations

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Brentwood TX 11/2006 11/2024
Raymond James Financial Services Advisors. Inc. Brentwood TN 01/2009 12/2016
Sagespring Wealth Partners Franklin TN 10/2006 Present
Previous Registrations
  • 2009-01-02 → 2016-12-20
    Franklin, TN
    Franklin, TN
    Franklin, TN
    Brentwod, TN
    Brentwood, TN
  • 2006-12-07 → 2009-01-02
    Raymond James Financial Services, Inc.
    Franklin, TN
    Franklin, TN
    Brentwood, TN
    Brentwood, TN
  • 2005-12-12 → 2006-11-03
    Brentwood, TN
Other Businesses

Name of Business: Various insurance companies Address: 701 Cool Springs Blvd., Suite 500, Franklin, TN 37067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/28/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assist clients with non-variable insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-09
  • S66 Uniform Combined State Law Examination
    2005-12-09
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Franklin, TN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor