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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-03 |
| AL | RA | APPROVED | 2016-12-20 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
1 Metroplex Drive Suite 180, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Birmingham | AL | 05/2016 | 12/2024 |
| Raymond James Financial Services Advisors Inc. | Birmingham | AL | 05/2016 | 03/2017 |
| Sagespring Wealth Partners | Birmingham | AL | 05/2016 | Present |
(1)Name of Business: Juice Plus Address: 1020 Edgewood Blvd, Birmingham, AL, 35209, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 10/15/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife runs a direct marketing company. She added me as a distributor. I spend about 1 hour a month on the business. (2)Name of Business: Various insurance companies Address: 1 Metroplex Drive, Suite 180, Birmingham, AL, 35209, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/30/2020 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-18 |
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