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Kevin Underwood

Sagespring Wealth Partners

Franklin, TN

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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_RES 2026-08-20
TN RA APPROVED 2022-12-07
  • TX RA
    APPROVED_RES
    Since 2026-08-20
  • TN RA
    APPROVED
    Since 2022-12-07

Branch Locations

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • 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
Raymond James Financial Services, Inc. Brentwood TN 07/2022 11/2024
Shamrock Trading Corp Franklin TN 08/2016 06/2022
Sagespring Wealth Partners Franklin TN 07/2022 Present
  • 07/2022 → 11/2024
    Raymond James Financial Services, Inc.
    Brentwood, TN
  • 08/2016 → 06/2022
    Shamrock Trading Corp
    Franklin, TN
  • 07/2022 → Present
    Franklin, TN
Other Businesses

Name of Business: Turner Homes/Turner Development Address: 1801 Rosewood Ave, Nashville, TN, 37212, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/30/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Passive investor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2022-10-03

View on SEC IAPD

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