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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2025-12-23 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
15808 West Dodge Road, Suite 103, Omaha, NE 68118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hyvee | Omaha | NE | 07/2010 | 03/2018 |
| Cassem Tierney | Omaha | NE | 10/2012 | 03/2018 |
| Jason Houston | Omaha | NE | 03/2018 | 06/2023 |
| Northwestern Mutual Investment Services Llc | Omaha | NE | 03/2018 | 06/2023 |
| Unemployed | Omaha | NE | 07/2023 | 12/2023 |
| Sagespring Wealth Partners | Omaha | NE | 01/2024 | Present |
| Raymond James Financial Services, Inc | Omaha | NE | 01/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-07-09 |
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