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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-19 |
| TX | RA | APPROVED | 2025-02-19 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cowboy Jacks | Bloomington | MN | 09/2017 | 01/2018 |
| Revere Golf Club | Henderson | NV | 01/2016 | 12/2016 |
| Axel's | Roseville | MN | 01/2017 | 01/2018 |
| Dragon Ridge Country Club | Henderson | NV | 01/2018 | 04/2021 |
| Manning's | Denver | CO | 05/2021 | 08/2021 |
| Parental Leave | Denver | CO | 08/2021 | 11/2021 |
| Sampair Cpa | Roseville | MN | 12/2021 | 05/2022 |
| Great Waters Financial | Shoreview | MN | 06/2022 | 12/2023 |
| Simplepath Wealth Management, Llc | Palm Harbor | FL | 01/2024 | 04/2024 |
| Great Waters Financial | Shoreview | MN | 01/2023 | 12/2023 |
| Simplepath Insurance & Tax Planning, Llc | Palm Harbor | FL | 12/2023 | 04/2024 |
| Great Waters Financial | Shoreview | MN | 02/2023 | 12/2023 |
| Simplepath Insurance & Tax Planning, Llc | Palm Harbor | FL | 12/2023 | 04/2024 |
| Sequoia Financial Group, Llc | Tampa | FL | 06/2024 | 11/2024 |
| Sagespring Wealth Partners Llc | Franklin | TN | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-08 |
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