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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-03 |
| TN | RA | APPROVED | 2016-10-05 |
Branch Locations
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 |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2009-12-23 |
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