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Current Employers
Sagespring Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-06-03
TN RA APPROVED 2016-10-05
  • TX RA
    APPROVED
    Since 2019-06-03
  • TN RA
    APPROVED
    Since 2016-10-05

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. Franklin TN 08/2010 12/2024
Southwestern Investment Advisory Services Franklin TN 03/2017 10/2022
Southwestern Investment Group Franklin TN 09/2010 11/2022
Sagespring Wealth Partners Franklin TN 11/2022 Present
M&A Securities Group Kansas City MO 11/2025 Present
  • 08/2010 → 12/2024
    Raymond James Financial Services, Inc.
    Franklin, TN
  • 03/2017 → 10/2022
    Southwestern Investment Advisory Services
    Franklin, TN
  • 09/2010 → 11/2022
    Southwestern Investment Group
    Franklin, TN
  • 11/2022 → Present
    Franklin, TN
  • 11/2025 → Present
    M&A Securities Group
    Kansas City, MO
Previous Registrations
Other Businesses

(1) Name of Business: SageSpring Wealth Partners/Dobyns Wealth Group Address: 701 Cool Springs Blvd Suite 500, Franklin, TN, 37067, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: NO Start Date: 04/13/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: financial advisor (2) Name of Business: Southpointe Community Church Address: 7227 Haley Industrial Blvd., Nolensville, TN, 37135, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 10/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Head of Finance Team at my church. Monitor budgets and make recommendations to leaders/staff about spending decisions.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-11-18
S65 Uniform Investment Adviser Law Examination 2009-12-23
  • S63 Uniform Securities Agent State Law Examination
    2010-11-18
  • S65 Uniform Investment Adviser Law Examination
    2009-12-23
Designations
Other Names
  • Drew Moore Mcmillin
  • Drew Mcmillin

View on SEC IAPD

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