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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 | 2019-12-18 |
| TN | RA | APPROVED | 2016-10-06 |
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 | 09/2014 | Present |
| Southwestern Investment Group | Franklin | TN | 09/2014 | 11/2022 |
| Raymond James Financial Services Advisors Inc. | Franklin | TN | 01/2015 | 03/2017 |
| Southwestern Investment Advisory Services | Franklin | TN | 03/2017 | 11/2022 |
| Southwestern Investment Advisory Services | Franklin | TN | 03/2017 | 11/2022 |
| Nail Wealth Team Through Southwestern Investment Group | Franklin | TN | 06/2021 | 06/2022 |
| Southwestern Investment Advisory Services | Franklin | TN | 03/2017 | 11/2022 |
| Sagespring Wealth Partners | Franklin | TN | 11/2022 | Present |
(1)Name of Business: SageSpring Wealth Partners Address: 801 Crescent Centre Dr., Ste 600, Franklin, TN, 37067, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor with SageSpring Wealth Partners, an RIA firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-15 |
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