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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED | 2026-08-05 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Knoxville | TN | 01/2015 | 06/2017 |
| University Of Tennessee | Knoxville | TN | 08/2014 | 05/2017 |
| Chimera Securities Llc | New York | NY | 06/2017 | 05/2026 |
| Marine Park Golf Course | Brooklyn | NY | 04/2019 | 01/2020 |
| Sagespring Wealth Partners | Franklin | TN | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-04 |
| S66 | Uniform Combined State Law Examination | 2017-02-15 |
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