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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 |
| TN | RA | APPROVED | 2016-10-05 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Brentwood | TN | 11/2014 | 11/2024 |
| Raymond James Financial Services Advisors, Inc. | Brentwood | TN | 02/2015 | 12/2016 |
| Sagespring Wealth Partners | Franklin | TN | 10/2014 | Present |
Name of Business: Various insurance companies Address: 701 Cool Springs Blvd., Suite 500, Franklin, TN 37067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2023 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 | 2015-02-05 |
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