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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-08 |
| AL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-16 |
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