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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 | 2017-08-07 |
| TN | RA | APPROVED | 2016-09-29 |
Branch Locations
136 Concord Road, Knoxville, TN 37934 • United States
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. | Knoxville | TN | 11/2013 | 12/2024 |
| Raymond James Financial Services Advisors, Inc. | Knoxville | TN | 03/2014 | 12/2016 |
| Sagespring Wealth Partners Llc | Knoxville | TN | 01/2013 | Present |
Name of Business: Various Insurance Companies Address: 136 Concord Rd, Knoxville, TN, 37934, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 07/24/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Providing insurance solutions to existing clients through various insurance companies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-18 |
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