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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-06 |
Branch Locations
2601 Network Blvd, Suite 101, Frisco, TX 75034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2017 | 06/2023 |
| Callaway Golf | Roanoke | TX | 04/2014 | 06/2017 |
| Sagespring Wealth Partners Llc | Frisco | TX | 08/2024 | Present |
| Voigt-Abernathy | Birmingham | AL | 11/2023 | 07/2024 |
| Homemaker | Mckinney | TX | 07/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-03 |
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