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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-26 |
| TX | RA | APPROVED | 2025-12-24 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
136 Concord Road, Knoxville, TN 37934 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Arizona University | Flagstaff | AZ | 08/2013 | 12/2016 |
| Axa Advisors, Llc | Scottsdale | AZ | 10/2016 | 06/2017 |
| Eps-Ria, Llc | Glendale | AZ | 07/2017 | 10/2018 |
| Ironwood Wealth Management, Llc | Phoenix | AZ | 10/2018 | 05/2019 |
| Uber | Peoria | AZ | 06/2019 | 10/2019 |
| Root Insurance | Columbus | OH | 11/2019 | 11/2021 |
| Amazon | Lockbourne | OH | 12/2021 | 12/2021 |
| Turo | Westerville | OH | 01/2022 | 04/2022 |
| Renascent Protection Solutions | Dublin | OH | 05/2022 | 07/2023 |
| Sagespring Wealth Partners | Knoxville | TN | 08/2023 | 12/2025 |
| Raymond James Financial Services, Inc. | Knoxville | TN | 10/2023 | 12/2024 |
| Raymond James Financial Services Advisors, Inc | Knoxville | TN | 12/2023 | 12/2024 |
| Sagespring Wealth Partners | Knoxville | TN | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-28 |
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