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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 | 2026-08-31 |
| AL | RA | APPROVED | 2022-05-19 |
Branch Locations
1 Metroplex Drive Suite 180, Birmingham, AL 35209 • United States
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. | Homewood | AL | 02/2022 | 12/2024 |
| Sagespring Wealth Partners Llc | Birmingham | AL | 01/2022 | Present |
| Keller Williams Realty Tuscaloosa | Tuscaloosa | AL | 10/2015 | 01/2022 |
| Raymond James Financial Services Advisors, Inc. | Homewood | AL | 03/2022 | 05/2022 |
1. 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: 03/2024 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. 2. Name of Business: Keller Williams Realty Tuscaloosa DBA Tuscaloosa Realty Partners, Position Owner/Partner, 2 hours per month, Address: 1640 Northbank Pkwy, Suite 180, Tuscaloosa, AL 35406. Attend and participate in partner meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-15 |
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