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Current Employers
Sagespring Wealth Partners

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-08
AL RA APPROVED 2023-10-23
  • TX RA
    APPROVED
    Since 2025-07-08
  • AL RA
    APPROVED
    Since 2023-10-23

Branch Locations

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

1 Metroplex Drive Suite 180, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagespring Wealth Partners Birmingham AL 06/2023 Present
The University Of Alabama Tuscaloosa AL 08/2019 05/2023
Hewitt-Trussville High School Trussville AL 08/2015 08/2019
Sagespring Wealth Partners Homewood AL 05/2022 08/2022
Cahaba Wealth Management Birmingham AL 01/2022 05/2022
Complete Cleaners Trussville AL 01/2019 06/2019
Office Depot Trussville AL 02/2017 02/2018
Raymond James Financial Services, Inc. Homewood AL 06/2023 12/2024
  • 06/2023 → Present
    Birmingham, AL
  • 08/2019 → 05/2023
    The University Of Alabama
    Tuscaloosa, AL
  • 08/2015 → 08/2019
    Hewitt-Trussville High School
    Trussville, AL
  • 05/2022 → 08/2022
    Homewood, AL
  • 01/2022 → 05/2022
    Cahaba Wealth Management
    Birmingham, AL
  • 01/2019 → 06/2019
    Complete Cleaners
    Trussville, AL
  • 02/2017 → 02/2018
    Office Depot
    Trussville, AL
  • 06/2023 → 12/2024
    Raymond James Financial Services, Inc.
    Homewood, AL
Previous Registrations
Other Businesses

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: 01/2024 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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-16
  • S66 Uniform Combined State Law Examination
    2023-10-16
Designations

View on SEC IAPD

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