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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-07-20 |
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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Brentwood | TN | 02/2020 | 02/2023 |
| First United Bank | Madisonville | KY | 05/2016 | 01/2017 |
| Hilliard Lyons | Bowling Green | KY | 03/2017 | 05/2018 |
| Mml Investors/ Capital Financial Group | Brentwood | TN | 07/2018 | 02/2023 |
| Raymond James Financial Services, Inc. | Franklin | TN | 02/2023 | Present |
| Sagespring Wealth Partners | Franklin | TN | 03/2023 | Present |
| Western Kentucky University | Bowling Green | KY | 08/2014 | 05/2018 |
| Dobyns Mcmillin Wealth Team | Franklin | TN | 03/2023 | Present |
((1) Name of Business: Dobyns McMillin Wealth Team Address: 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067-7202, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: Yes Start Date: 03/27/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor, mentee, registered branch associate (2) Name of Business: SageSpring Wealth Partners Address: 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067-7202, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: Yes Start Date: 03/30/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor or Registered Branch Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-17 |
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